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 $557,310. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,493
Previous 6,940
22.38%
Holding current value
$557,310
Previous $465,000
12.04%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$310 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$249 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$187 Million19.21% of portfolio