Agh Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Agh Wealth Advisors, LLC
- $104 Billion
- Q1 2025
A detailed history of Agh Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Agh Wealth Advisors, LLC holds 113,780 shares of AVDE stock, worth $8.34 Million. This represents 7.27% of its overall portfolio holdings.
Number of Shares
113,780
Previous 73,922
53.92%
Holding current value
$8.34 Million
Previous $4.54 Billion
66.23%
% of portfolio
7.27%
Previous 4.2%
Shares
2 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