Cardiff Park Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cardiff Park Advisors, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Cardiff Park Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 317,247 shares of AVDE stock, worth $20.8 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
317,247
Previous 302,650
4.82%
Holding current value
$20.8 Million
Previous $19.3 Million
2.39%
% of portfolio
1.48%
Previous 1.85%
Shares
11 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$311 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$292 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio