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 $255,511. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$255,511% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$319 Million0.21% of portfolio
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Annex Advisory Services, LLC4.46MShares$300 Million10.2% of portfolio
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Wealth Enhancement Advisory Services, LLC4.35MShares$292 Million0.67% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$166 Million0.27% of portfolio
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High Tower Advisors, LLC Chicago, IL2.36MShares$159 Million0.23% of portfolio