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 $281,998. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$281,998% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
469Shares Held
79.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.63% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$288 Million0.43% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.55MShares$189 Million16.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio
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Annex Advisory Services, LLC2.34MShares$174 Million5.71% of portfolio