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 $236,170. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$236,170% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
365Shares Held
66.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$307 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$283 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$182 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$154 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$150 Million0.24% of portfolio