Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 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 2,469,149 shares of AVDE stock, worth $160 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,469,149
Previous 1,606,482
53.7%
Holding current value
$160 Million
Previous $102 Million
50.13%
% of portfolio
0.27%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.31MShares$149 Million17.48% of portfolio