Clear Perspectives Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 3,800 shares of AVDE stock, worth $259,540. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$259,540% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
441Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$418 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$323 Million0.64% of portfolio
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Annex Advisory Services, LLC3.79MShares$259 Million8.8% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$231 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$194 Million19.21% of portfolio