Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 19,322 shares of AVDE stock, worth $1.19 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,322
Previous 19,183
0.72%
Holding current value
$1.19 Million
Previous $1.19 Billion
8.44%
% of portfolio
0.07%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$355 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$281 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$181 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$153 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio