Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 9,534 shares of AVDE stock, worth $627,337. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,534
Previous 9,594
0.63%
Holding current value
$627,337
Previous $612 Million
2.93%
% of portfolio
0.26%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$312 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$294 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$155 Million0.23% of portfolio