Cibc Private Wealth Group, LLC American Centy ETF Tr Avantis Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$60.9 - $66.69 $30,145 - $33,011	495 New	495 $30,000

Others Institutions Holding AVDE

# of Institutions

459

Shares Held

81M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$347 Million
0.64% of portfolio
Ci Private Wealth, LLC Miami, FL

3.89M
Shares

$285 Million
0.43% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$278 Million
8.8% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$208 Million
19.21% of portfolio
High Tower Advisors, LLC Chicago, IL

2.53M
Shares

$185 Million
0.23% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.