Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $65.6 Billion
- Q4 2024
A detailed history of Ci Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,384,651 shares of AVDE stock, worth $228 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,384,651
Previous 2,933,995
15.36%
Holding current value
$228 Million
Previous $197 Million
5.62%
% of portfolio
0.32%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$333 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$179 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$165 Million0.21% of portfolio