Avant Financial Advisors LLC American Centy ETF Tr Avantis Transaction History

Avant Financial Advisors LLC

$109 Billion
Q4 2024

A detailed history of Avant Financial Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avant Financial Advisors LLC holds 12,574 shares of AVRE stock, worth $537,412. This represents 0.48% of its overall portfolio holdings.

Number of Shares

12,574

Holding current value

$537,412

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 24, 2025	BUY	$41.03 - $46.91 $515,911 - $589,846	12,574 New	12,574 $527 Million

Others Institutions Holding AVRE

# of Institutions

129

Shares Held

9.8M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.19M
Shares

$50.8 Million
0.76% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

764K
Shares

$32.6 Million
4.29% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

365K
Shares

$15.6 Million
3.15% of portfolio
Capstone Financial Advisors, Inc. Downers Grove, IL

343K
Shares

$14.6 Million
0.89% of portfolio
Shanker Valleau Wealth Advisors, Inc.

322K
Shares

$13.7 Million
4.63% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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Avant Financial Advisors LLC American Centy ETF Tr Avantis Transaction History