Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 224,677 shares of AVDE stock, worth $13.8 Million. This represents 7.11% of its overall portfolio holdings.
Number of Shares
224,677
Previous 201,842
11.31%
Holding current value
$13.8 Million
Previous $12.6 Billion
19.84%
% of portfolio
7.11%
Previous 6.77%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
360Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$353 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$279 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio