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 $44.1 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
596,607
Previous 590,822
0.98%
Holding current value
$44.1 Million
Previous $36.3 Million
9.04%
% of portfolio
6.06%
Previous 5.37%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
461Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$350 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$287 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$280 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$210 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$187 Million0.23% of portfolio