Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,744,841 shares of AVDE stock, worth $312 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,744,841
Previous 59,821
7831.73%
Holding current value
$312 Million
Previous $3.81 Billion
90.69%
% of portfolio
0.21%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$294 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$155 Million0.23% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.31MShares$152 Million17.48% of portfolio