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 4,937 shares of AVRE stock, worth $212,241. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,937

Holding current value

$212,241

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$41.03 - $46.91 $202,565 - $231,594	4,937 New	4,937 $207 Million

Others Institutions Holding AVRE

# of Institutions

124

Shares Held

10.5M

Call Options Held

Put Options Held

Empowered Funds, LLC

1.19M
Shares

$51.1 Million
0.76% of portfolio
Life Planning Partners, Inc

1.13M
Shares

$48.5 Million
0.35% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

731K
Shares

$31.4 Million
4.16% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

365K
Shares

$15.7 Million
3.15% of portfolio
Shanker Valleau Wealth Advisors, Inc.

322K
Shares

$13.8 Million
4.63% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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