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 $1.51 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,341Holding current value
$1.51 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
461Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$288 Million0.43% of portfolio
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Annex Advisory Services, LLC3.79MShares$281 Million8.8% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$211 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio