Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,744 shares of AVDE stock, worth $322,781. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,744
Previous 4,744
-0.0%
Holding current value
$322,781
Previous $317,000
8.2%
% of portfolio
0.02%
Previous 0.03%
Shares
2 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$416 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$336 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$333 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$230 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$181 Million17.59% of portfolio