Bartlett & Co. Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,843 shares of AVDE stock, worth $308,400. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,843
Previous 3,843
-0.0%
Holding current value
$308,400
Previous $284 Million
99.89%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
545Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio