Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 6,065 shares of AVDE stock, worth $409,872. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,065
Previous 6,065
-0.0%
Holding current value
$409,872
Previous $407 Million
8.44%
% of portfolio
0.17%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$334 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$229 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$180 Million17.59% of portfolio