Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 20,045 shares of AVDE stock, worth $1.44 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
20,045
Previous 21,259
5.71%
Holding current value
$1.44 Million
Previous $1.3 Billion
1.82%
% of portfolio
1.38%
Previous 1.32%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
458Shares Held
80.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$340 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$280 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$273 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$205 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$182 Million0.23% of portfolio