Castle Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
A detailed history of Castle Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Castle Wealth Management LLC holds 114,711 shares of AVDE stock, worth $7.46 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
114,711
Previous 114,708
-0.0%
Holding current value
$7.46 Million
Previous $7.14 Million
7.67%
% of portfolio
4.06%
Previous 4.23%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio