Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $2.73 Billion
- Q2 2024
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 384,802 shares of AVDV stock, worth $26.1 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
384,802
Previous 947,666
59.39%
Holding current value
$26.1 Million
Previous $62.4 Million
59.96%
% of portfolio
0.92%
Previous 2.27%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.14 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$541 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$404 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$175 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$159 Million9.46% of portfolio