Atala Financial Inc American Centy ETF Tr Avantis Transaction History

Atala Financial Inc

$142 Billion
Q4 2024

A detailed history of Atala Financial Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atala Financial Inc holds 5,249 shares of AVDE stock, worth $337,773. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,249

Holding current value

$337,773

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$60.9 - $66.69 $319,664 - $350,055	5,249 New	5,249 $322 Million

Others Institutions Holding AVDE

# of Institutions

393

Shares Held

76.8M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$394 Million
1.17% of portfolio
Annex Advisory Services, LLC

4.94M
Shares

$318 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$293 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

3.38M
Shares

$218 Million
0.32% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$171 Million
17.59% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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