Assetmark, Inc American Centy ETF Tr Avantis Transaction History
Assetmark, Inc
- $34.9 Billion
- Q3 2024
A detailed history of Assetmark, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Assetmark, Inc holds 120 shares of AVDE stock, worth $7,530. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 120
-0.0%
Holding current value
$7,530
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$361 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$286 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$184 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$155 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$151 Million0.24% of portfolio