Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 69,286 shares of AVDE stock, worth $4.25 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
69,286
Previous 69,246
0.06%
Holding current value
$4.25 Million
Previous $4.31 Billion
7.72%
% of portfolio
2.35%
Previous 2.23%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
360Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$353 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$279 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio