Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 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 123,419 shares of AVDE stock, worth $8.25 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
123,419
Previous 84,939
45.3%
Holding current value
$8.25 Million
Previous $5.69 Billion
32.9%
% of portfolio
5.13%
Previous 3.98%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
81.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Annex Advisory Services, LLC3.79MShares$253 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio