Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 88,377 shares of AVRE stock, worth $3.89 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
88,377
Previous 79,896
10.62%
Holding current value
$3.89 Million
Previous $3.53 Billion
11.42%
% of portfolio
1.82%
Previous 1.84%
Shares
8 transactions
Others Institutions Holding AVRE
# of Institutions
149Shares Held
12.3MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO741KShares$32.7 Million4.02% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO635KShares$27.9 Million0.34% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI479KShares$21.1 Million1.7% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17 Million3.27% of portfolio