Concurrent Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 170,154 shares of AVDE stock, worth $10.4 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
170,154
Previous 145,542
16.91%
Holding current value
$10.4 Million
Previous $9.06 Billion
25.87%
% of portfolio
0.34%
Previous 0.3%
Shares
4 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