Capital Performance Advisors LLP American Centy ETF Tr Avantis Transaction History
Capital Performance Advisors LLP
- $259 Million
- Q1 2024
A detailed history of Capital Performance Advisors LLP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Performance Advisors LLP holds 9,914 shares of AVDE stock, worth $620,418. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,914
Previous 8,910
11.27%
Holding current value
$620,418
Previous $538,000
17.29%
% of portfolio
0.24%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$257 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$130 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$113 Million5.8% of portfolio