Advisory Resource Group American Centy ETF Tr Avantis Transaction History
Advisory Resource Group
- $414 Million
- Q3 2024
A detailed history of Advisory Resource Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Advisory Resource Group holds 73,752 shares of AVDE stock, worth $4.73 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
73,752
Previous 71,499
3.15%
Holding current value
$4.73 Million
Previous $4.45 Million
11.05%
% of portfolio
1.19%
Previous 1.13%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$370 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$292 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$188 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$159 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio