Red Lighthouse Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Red Lighthouse Investment Management, LLC
- $256 Billion
- Q3 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 292,297 shares of AVDE stock, worth $18.7 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
292,297
Previous 291,238
0.36%
Holding current value
$18.7 Million
Previous $18.1 Billion
8.05%
% of portfolio
7.66%
Previous 7.6%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$368 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$303 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$291 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$158 Million0.27% of portfolio