Brown Financial Advisory American Centy ETF Tr Avantis Transaction History
Brown Financial Advisory
- $130 Million
- Q2 2024
A detailed history of Brown Financial Advisory transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Brown Financial Advisory holds 28,078 shares of AVDE stock, worth $1.85 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
28,078
Previous 28,078
-0.0%
Holding current value
$1.85 Million
Previous $1.79 Million
2.29%
% of portfolio
1.34%
Previous 1.39%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$312 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$294 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$155 Million0.23% of portfolio