Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $16.6 Billion
- Q3 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 8,286 shares of AVSD stock, worth $598,000. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,286
Previous 6,656
24.49%
Holding current value
$598,000
Previous $449,000
31.85%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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