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 170,926 shares of AVDE stock, worth $13.7 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
170,926
Previous 176,636
3.23%
Holding current value
$13.7 Million
Previous $13.1 Billion
3.16%
% of portfolio
5.53%
Previous 5.73%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio