Ariadne Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 90,859 shares of AVDE stock, worth $6.09 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
90,859
Previous 83,118
9.31%
Holding current value
$6.09 Million
Previous $5.41 Billion
8.74%
% of portfolio
2.69%
Previous 2.94%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
440Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$410 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$317 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$254 Million8.8% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$191 Million19.21% of portfolio