Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 310,991 shares of AVRE stock, worth $14 Million. This represents 7.07% of its overall portfolio holdings.
Number of Shares
310,991
Previous 255,305
21.81%
Holding current value
$14 Million
Previous $10.5 Billion
34.64%
% of portfolio
7.07%
Previous 7.51%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
116Shares Held
9.04MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$48.2 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO731KShares$33 Million4.16% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$17.4 Million4.42% of portfolio
-
Merriman Wealth Management, LLC282KShares$12.7 Million0.56% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.282KShares$12.7 Million4.53% of portfolio