Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capasso Planning Partners LLC holds 5,307 shares of AVDE stock, worth $356,842. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,307
Previous 5,307
-0.0%
Holding current value
$356,842
Previous $320,000
5.63%
% of portfolio
0.14%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$319 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$300 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$292 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$166 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$159 Million0.23% of portfolio