Correct Capital Wealth Management American Centy ETF Tr Avantis Transaction History
Correct Capital Wealth Management
- $325 Million
- Q2 2024
A detailed history of Correct Capital Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Correct Capital Wealth Management holds 426,739 shares of AVDE stock, worth $27 Million. This represents 8.17% of its overall portfolio holdings.
Number of Shares
426,739
Previous 316,700
34.75%
Holding current value
$27 Million
Previous $20.2 Million
31.62%
% of portfolio
8.17%
Previous 5.73%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
360Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$364 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$288 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio