Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
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 4,325 shares of AVSE stock, worth $283,157. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,325
Previous 4,204
2.88%
Holding current value
$283,157
Previous $246 Million
11.54%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding AVSE
# of Institutions
62Shares Held
1.11MCall Options Held
0Put Options Held
0-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$14.6 Million0.34% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$9 Million0.76% of portfolio
-
Riverwater Partners LLC118KShares$7.73 Million3.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL113KShares$7.42 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL70.7KShares$4.63 Million0.01% of portfolio