Applied Capital LLC American Centy ETF Tr Avantis Transaction History
Applied Capital LLC
- $165 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$315 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$296 Million10.2% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$288 Million0.67% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$164 Million0.27% of portfolio
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High Tower Advisors, LLC Chicago, IL2.36MShares$156 Million0.23% of portfolio