Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 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 2,933,995 shares of AVDE stock, worth $182 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,933,995
Previous 2,469,149
18.83%
Holding current value
$182 Million
Previous $154 Million
27.93%
% of portfolio
0.28%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
361Shares Held
67.1MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$357 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$282 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$153 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$149 Million0.24% of portfolio
-
Wms Partners, LLC1.86MShares$115 Million7.32% of portfolio