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 11,972 shares of AVSC stock, worth $658,579. This represents 0.35% of its overall portfolio holdings.

Number of Shares

11,972

Holding current value

$658,579

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$52.7 - $59.57 $630,924 - $713,172	11,972 New	11,972 $651 Million

Others Institutions Holding AVSC

# of Institutions

144

Shares Held

23.7M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

12M
Shares

$658 Million
0.21% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.36M
Shares

$185 Million
10.71% of portfolio
Northwestern Mutual Wealth Management CO

809K
Shares

$44.5 Million
0.04% of portfolio
Atlantic Union Bankshares Corp

566K
Shares

$31.1 Million
1.91% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

564K
Shares

$31 Million
7.51% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

More about AVSC

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