Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $208 Billion
- Q2 2024
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 6,065 shares of AVDE stock, worth $395,801. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,065
Previous 9,004
32.64%
Holding current value
$395,801
Previous $574 Million
34.2%
% of portfolio
0.18%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$310 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$291 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio