Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 2,305,967 shares of AVDE stock, worth $147 Million. This represents 17.48% of its overall portfolio holdings.
Number of Shares
2,305,967
Previous 2,131,007
8.21%
Holding current value
$147 Million
Previous $136 Billion
5.7%
% of portfolio
17.48%
Previous 17.53%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$302 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$284 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$277 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$157 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$150 Million0.23% of portfolio