Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 28,456 shares of AVRE stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,456
Previous 20,450
39.15%
Holding current value
$1.25 Million
Previous $903,000
40.09%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
149Shares Held
12.3MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO741KShares$32.7 Million4.02% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO635KShares$27.9 Million0.34% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI479KShares$21.1 Million1.7% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17 Million3.27% of portfolio