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 $231 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
$231 Million
Previous $197 Million
5.62%
% of portfolio
0.32%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
443Shares Held
76.1MCall Options Held
800Put Options Held
1.6K-
Wealth Enhancement Advisory Services, LLC4.73MShares$323 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$259 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$194 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$167 Million0.21% of portfolio
-
American Century Companies Inc Kansas City, MO2.22MShares$152 Million0.08% of portfolio