Approach Retirement Advisors, LLC American Centy ETF Tr Avantis Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 45,291 shares of AVSF stock, worth $2.13 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
45,291Holding current value
$2.13 Million% of portfolio
1.84%Shares
1 transactions
Others Institutions Holding AVSF
# of Institutions
71Shares Held
12.1MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
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Savant Capital, LLC2.66MShares$125 Million0.7% of portfolio
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Verus Financial Partners, Inc.1.55MShares$72.9 Million7.11% of portfolio
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Financial Plan, Inc. Bellingham, WA740KShares$34.8 Million4.0% of portfolio
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Simplicity Wealth,Llc635KShares$29.9 Million1.89% of portfolio