Accel Wealth Management American Centy ETF Tr Avantis Transaction History

Accel Wealth Management

$257 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	SELL	$60.09 - $67.67 $1,682 - $1,894	-28 Reduced 0.86%	3,225 $216,000
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

432

Shares Held

81.6M

Call Options Held

800

Put Options Held

1.6K

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$409 Million
1.17% of portfolio
Annex Advisory Services, LLC

4.94M
Shares

$330 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.89M
Shares

$327 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$226 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$178 Million
17.59% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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