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 $290 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
$290 Million
Previous $208 Million
24.0%
% of portfolio
0.43%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$353 Million0.63% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$190 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$189 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$175 Million5.71% of portfolio
-
American Century Companies Inc Kansas City, MO2.02MShares$151 Million0.09% of portfolio