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 70,392 shares of AVRE stock, worth $2.96 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
70,392
Previous 7,588 827.68%
Holding current value
$2.96 Million
Previous $312,000 963.46%
% of portfolio
0.32%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$40.95 - $48.28 $2.57 Million - $3.03 Million
62,804 Added 827.68%
70,392 $3.32 Million
Q2 2024

Jul 10, 2024

BUY
$38.89 - $42.05 $295,097 - $319,075
7,588 New
7,588 $312,000

Others Institutions Holding AVRE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVRE
More about AVRE
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.