Align Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Align Wealth Management, LLC holds 20,341 shares of AVDE stock, worth $1.32 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,341Holding current value
$1.32 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.5MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$373 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$307 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$295 Million0.69% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio