Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $123 Billion
- Q2 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 30,421 shares of AVDE stock, worth $1.99 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
30,421
Previous 27,984
8.71%
Holding current value
$1.99 Million
Previous $1.78 Billion
6.18%
% of portfolio
1.54%
Previous 1.57%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$310 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$291 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio