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 $15,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares

263

Holding current value

$15,843

% 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

1.42M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$16.7 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.1 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$10.9 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.12 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.03 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account