Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 271,238 shares of AVDE stock, worth $18.7 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
271,238Holding current value
$18.7 Million% of portfolio
2.45%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
452Shares Held
76.8MCall 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
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$196 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.45MShares$169 Million0.21% of portfolio