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 $20.3 Million. This represents 12.96% of its overall portfolio holdings.
Number of Shares
326,001Holding current value
$20.3 Million% of portfolio
12.96%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
365Shares Held
66.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$307 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$283 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$182 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$154 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$150 Million0.24% of portfolio