Accel Wealth Management American Centy ETF Tr Avantis Transaction History

Accel Wealth Management

$230 Million
Q1 2024

A detailed history of Accel Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accel Wealth Management holds 3,253 shares of AVDE stock, worth $205,166. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,253

Holding current value

$205,166

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$58.3 - $63.83 $189,649 - $207,638	3,253 New	3,253 $207,000

Others Institutions Holding AVDE

# of Institutions

326

Shares Held

55.3M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.11M
Shares

$259 Million
0.71% of portfolio
High Tower Advisors, LLC Chicago, IL

2.45M
Shares

$155 Million
0.26% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.13M
Shares

$134 Million
17.53% of portfolio
Annex Advisory Services, LLC

2.08M
Shares

$131 Million
4.82% of portfolio
Wipfli Financial Advisors Llc,

1.81M
Shares

$114 Million
5.8% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Accel Wealth Management American Centy ETF Tr Avantis Transaction History