Advisory Resource Group American Centy ETF Tr Avantis Transaction History
Advisory Resource Group
- $410 Million
- Q1 2025
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 114,754 shares of AVDE stock, worth $8.41 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
114,754
Previous 81,214
41.3%
Holding current value
$8.41 Million
Previous $4.98 Million
52.57%
% of portfolio
1.85%
Previous 1.25%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$347 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$285 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$278 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$208 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$185 Million0.23% of portfolio