Betterment LLC American Centy ETF Tr Avantis Transaction History
Betterment LLC
- $41.6 Billion
- Q4 2024
A detailed history of Betterment LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Betterment LLC holds 15,520 shares of AVDE stock, worth $1.03 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,520
Previous 10,388
49.4%
Holding current value
$1.03 Million
Previous $696,000
36.78%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$327 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$302 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio