Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $59.6 Billion
- Q1 2025
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 3,886,563 shares of AVDE stock, worth $287 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,886,563
Previous 3,384,651
14.83%
Holding current value
$287 Million
Previous $208 Million
24.0%
% of portfolio
0.43%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$349 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$280 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$210 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$187 Million0.23% of portfolio
-
American Century Companies Inc Kansas City, MO2.02MShares$149 Million0.09% of portfolio