Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
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 70,073 shares of AVRE stock, worth $2.97 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
70,073
Previous 67,627
3.62%
Holding current value
$2.97 Million
Previous $3.19 Billion
7.86%
% of portfolio
1.84%
Previous 2.07%
Shares
5 transactions
Others Institutions Holding AVRE
# of Institutions
128Shares Held
9.78MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.3 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$32.3 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.5 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.5 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.6 Million4.63% of portfolio