Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 31,304 shares of AVSD stock, worth $2.26 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
31,304
Previous 31,325
0.07%
Holding current value
$2.26 Million
Previous $2.12 Million
5.81%
% of portfolio
0.36%
Previous 0.37%
Shares
12 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