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 $188 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
$188 Million
Previous $154 Million
27.93%
% of portfolio
0.28%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$370 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$292 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$159 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio
-
Wms Partners, LLC1.86MShares$119 Million7.32% of portfolio