Balance Wealth, LLC American Centy ETF Tr Avantis Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balance Wealth, LLC holds 24,104 shares of AVDE stock, worth $1.75 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
24,104Holding current value
$1.75 Million% of portfolio
1.04%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
458Shares Held
80.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$343 Million0.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$282 Million0.43% of portfolio
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Annex Advisory Services, LLC3.79MShares$275 Million8.8% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$206 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$183 Million0.23% of portfolio