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 $7.22 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
114,711
Previous 114,708
-0.0%
Holding current value
$7.22 Million
Previous $7.14 Million
7.67%
% of portfolio
4.06%
Previous 4.23%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
360Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio