Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 67 shares of AVDE stock, worth $4,185. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 56
19.64%
Holding current value
$4,185
Previous $3.46 Million
29.68%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$360 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$284 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$183 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$155 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$150 Million0.24% of portfolio