Savvy Advisors, Inc. American Centy ETF Tr Avantis Transaction History

Savvy Advisors, Inc.

$492 Billion
Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,856 shares of AVDE stock, worth $244,316. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,856

Holding current value

$244,316

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$60.09 - $67.67 $231,707 - $260,935	3,856 New	3,856 $258 Million

Others Institutions Holding AVDE

# of Institutions

364

Shares Held

67.9M

Call Options Held

Put Options Held

Annex Advisory Services, LLC

4.94M
Shares

$313 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$289 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$186 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$168 Million
17.59% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$153 Million
0.24% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

Savvy Advisors, Inc. American Centy ETF Tr Avantis Transaction History