Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

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 38,684 shares of AVDV stock, worth $2.64 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

38,684

Holding current value

$2.64 Million

% of portfolio

1.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$63.85 - $70.4 $2.47 Million - $2.72 Million	38,684 New	38,684 $2.52 Billion

Others Institutions Holding AVDV

# of Institutions

411

Shares Held

72.5M

Call Options Held

Put Options Held

200

Savant Capital, LLC

9.88M
Shares

$673 Million
5.23% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$432 Million
0.45% of portfolio
Jones Financial Companies Lllp

5.89M
Shares

$401 Million
0.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$176 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$171 Million
4.07% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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