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 $27.8 Million. This represents 8.17% of its overall portfolio holdings.
Number of Shares
426,739
Previous 316,700
34.75%
Holding current value
$27.8 Million
Previous $20.2 Million
31.62%
% of portfolio
8.17%
Previous 5.73%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio