Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $142 Billion
- Q4 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 33,266 shares of AVDE stock, worth $2.2 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
33,266
Previous 32,030
3.86%
Holding current value
$2.2 Million
Previous $2.15 Billion
4.91%
% of portfolio
1.44%
Previous 1.6%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$327 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$302 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio