Michael A. Dubis Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 3,470 shares of AVDE stock, worth $269,445. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,470
Previous 3,470
-0.0%
Holding current value
$269,445
Previous $213,000
8.45%
% of portfolio
0.23%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
527Shares Held
90MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$367 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$314 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$262 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$198 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$184 Million0.23% of portfolio