Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 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 2,657,033 shares of AVDE stock, worth $169 Million. This represents 17.59% of its overall portfolio holdings.
Number of Shares
2,657,033
Previous 2,475,811
7.32%
Holding current value
$169 Million
Previous $166 Billion
1.84%
% of portfolio
17.59%
Previous 18.26%
Shares
13 transactions
Others Institutions Holding AVDE
# of Institutions
373Shares Held
68.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio