Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $653 Million
- Q1 2025
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 596,607 shares of AVDE stock, worth $41.1 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
596,607
Previous 590,822
0.98%
Holding current value
$41.1 Million
Previous $36.3 Million
9.04%
% of portfolio
6.06%
Previous 5.37%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
454Shares Held
76.9MCall Options Held
800Put Options Held
1.6K-
Wealth Enhancement Advisory Services, LLC4.73MShares$326 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$261 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$233 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$196 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$169 Million0.21% of portfolio