Journey Strategic Wealth LLC American Centy ETF Tr Avantis Transaction History
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
A detailed history of Journey Strategic Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,965 shares of AVSD stock, worth $791,344. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,965
Previous 10,367
5.77%
Holding current value
$791,344
Previous $700,000
12.0%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVSD
# of Institutions
72Shares Held
1.55MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA217KShares$15.7 Million1.35% of portfolio
-
Clarity Asset Management, Inc. Ames, IA207KShares$15 Million8.32% of portfolio
-
Ci Private Wealth, LLC Miami, FL136KShares$9.82 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.93 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.83 Million1.94% of portfolio