Brown Financial Advisory American Centy ETF Tr Avantis Transaction History
Brown Financial Advisory
- $141 Million
- Q3 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 $1.83 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
28,078
Previous 28,078
-0.0%
Holding current value
$1.83 Million
Previous $1.75 Million
7.67%
% of portfolio
1.33%
Previous 1.34%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio