Clear Point Advisors Inc. American Centy ETF Tr Avantis Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
A detailed history of Clear Point Advisors Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clear Point Advisors Inc. holds 20,452 shares of AVDE stock, worth $1.37 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
20,452
Previous 21,292
3.95%
Holding current value
$1.37 Million
Previous $1.43 Billion
12.06%
% of portfolio
1.07%
Previous 1.1%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$411 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$331 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$306 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio