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 $295,070. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$295,070% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
527Shares Held
90MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$367 Million0.63% of portfolio
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Ci Private Wealth, LLC Miami, FL4.05MShares$314 Million0.44% of portfolio
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American Century Companies Inc Kansas City, MO3.38MShares$262 Million0.14% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.55MShares$198 Million16.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.37MShares$184 Million0.23% of portfolio