Brainard Capital Management LLC American Centy ETF Tr Avantis Transaction History
Brainard Capital Management LLC
- $131 Billion
- Q1 2023
A detailed history of Brainard Capital Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Brainard Capital Management LLC holds 69,637 shares of AVDE stock, worth $4.59 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
69,637
Previous 69,637
-0.0%
Holding current value
$4.59 Million
Previous $3.7 Billion
7.22%
% of portfolio
3.04%
Previous 3.14%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio