Sunpointe, LLC American Centy ETF Tr Avantis Transaction History

Sunpointe, LLC

$199 Billion
Q4 2024

A detailed history of Sunpointe, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sunpointe, LLC holds 30,074 shares of AVDE stock, worth $2 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

30,074

Holding current value

$2 Million

% of portfolio

0.93%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$60.9 - $66.69 $1.83 Million - $2.01 Million	30,074 New	30,074 $1.85 Billion

Others Institutions Holding AVDE

# of Institutions

423

Shares Held

81.1M

Call Options Held

800

Put Options Held

1.6K

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$406 Million
1.17% of portfolio
Annex Advisory Services, LLC

4.94M
Shares

$328 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$303 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$225 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$176 Million
17.59% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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