Advisory Resource Group American Centy ETF Tr Avantis Transaction History
Advisory Resource Group
- $396 Million
- Q1 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 66,476 shares of AVDE stock, worth $4.16 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
66,476
Previous 60,041
10.72%
Holding current value
$4.16 Million
Previous $3.63 Million
16.79%
% of portfolio
1.07%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$257 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$130 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$113 Million5.8% of portfolio