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 15,272 shares of AVSE stock, worth $999,857. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,272
Previous 14,560
4.89%
Holding current value
$999,857
Previous $853,000
13.72%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding AVSE
# of Institutions
62Shares Held
1.11MCall Options Held
0Put Options Held
0-
Northwest & Ethical Investments L.P. Toronto, A6224KShares$14.6 Million0.34% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA137KShares$9 Million0.76% of portfolio
-
Riverwater Partners LLC118KShares$7.73 Million3.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL113KShares$7.42 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL70.7KShares$4.63 Million0.01% of portfolio