Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Simplicity Wealth,Llc holds 390,207 shares of AVDE stock, worth $25.9 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
390,207Holding current value
$25.9 Million% of portfolio
2.17%Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$314 Million0.64% of portfolio
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Annex Advisory Services, LLC3.79MShares$251 Million8.8% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$189 Million19.21% of portfolio