Aspire Private Capital, LLC American Centy ETF Tr Avantis Transaction History

Aspire Private Capital, LLC

$398 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$58.3 - $63.83 $1,982 - $2,170	34 New	34 $2,000

Others Institutions Holding AVDE

# of Institutions

364

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

4.94M
Shares

$313 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$289 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$186 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$168 Million
17.59% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$153 Million
0.24% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
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