Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 326,001 shares of AVDE stock, worth $19.9 Million. This represents 12.96% of its overall portfolio holdings.
Number of Shares
326,001Holding current value
$19.9 Million% of portfolio
12.96%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$351 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$277 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$179 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$147 Million0.24% of portfolio