Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 3,446 shares of AVSD stock, worth $248,697. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,446
Previous 3,390
1.65%
Holding current value
$248,697
Previous $229 Million
7.67%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA217KShares$15.7 Million1.35% of portfolio
-
Clarity Asset Management, Inc. Ames, IA207KShares$15 Million8.32% of portfolio
-
Ci Private Wealth, LLC Miami, FL136KShares$9.82 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.93 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.83 Million1.94% of portfolio