Align Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Align Wealth Management, LLC holds 20,341 shares of AVDE stock, worth $1.3 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,341Holding current value
$1.3 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
331Shares Held
58.5MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$284 Million10.2% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$277 Million0.67% of portfolio
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High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
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Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio