Activest Wealth Management American Centy ETF Tr Avantis Transaction History
Activest Wealth Management
- $332 Million
- Q4 2024
A detailed history of Activest Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Activest Wealth Management holds 8,493 shares of AVDE stock, worth $546,524. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,493
Previous 6,940
22.38%
Holding current value
$546,524
Previous $465,000
12.04%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
389Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$293 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio