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 $7.77 Million. This represents 7.27% of its overall portfolio holdings.
Number of Shares
113,780
Previous 73,922
53.92%
Holding current value
$7.77 Million
Previous $4.54 Billion
66.23%
% of portfolio
7.27%
Previous 4.2%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
441Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$418 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$323 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$259 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$231 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$194 Million19.21% of portfolio