Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $3.04 Billion
- Q2 2025
A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,342,328 shares of AVDE stock, worth $179 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
2,342,328
Previous 3,790,021
38.2%
Holding current value
$179 Million
Previous $253 Million
31.58%
% of portfolio
5.71%
Previous 8.8%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
505Shares Held
86MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$362 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$298 Million0.43% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$259 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$195 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$181 Million0.23% of portfolio