Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 125,068 shares of AVDE stock, worth $9.23 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
125,068
Previous 124,508
0.45%
Holding current value
$9.23 Million
Previous $7.64 Million
8.47%
% of portfolio
2.08%
Previous 1.96%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$349 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