Advisory Resource Group American Centy ETF Tr Avantis Transaction History
Advisory Resource Group
- $399 Million
- Q4 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 81,214 shares of AVDE stock, worth $5.23 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
81,214
Previous 73,752
10.12%
Holding current value
$5.23 Million
Previous $4.94 Million
0.83%
% of portfolio
1.25%
Previous 1.19%
Shares
6 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