Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,960 shares of AVDE stock, worth $255,182. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,960
Previous 4,751
16.65%
Holding current value
$255,182
Previous $295,000
10.17%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
380Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio