Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $142 Billion
- Q4 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 33,266 shares of AVDE stock, worth $2.16 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
33,266
Previous 32,030
3.86%
Holding current value
$2.16 Million
Previous $2.15 Billion
4.91%
% of portfolio
1.44%
Previous 1.6%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
399Shares Held
77.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$296 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio