Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 84,939 shares of AVDE stock, worth $5.53 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
84,939
Previous 84,353
0.69%
Holding current value
$5.53 Million
Previous $5.25 Billion
8.41%
% of portfolio
3.98%
Previous 4.08%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.5MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio