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 $1.34 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,341Holding current value
$1.34 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
423Shares Held
81.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio