Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 263 shares of AVSD stock, worth $15,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares

263

Holding current value

$15,406

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$55.57 - $59.89 $14,614 - $15,751	263 New	263 $14.6 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.4M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$16 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.5 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$10.6 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.96 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.92 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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