Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 32,420 shares of AVGE stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,420
Previous 30,615
5.9%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding AVGE
# of Institutions
90Shares Held
2.57MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX931KShares$00.18% of portfolio
-
Wealthstream Advisors, Inc.145KShares$00.0% of portfolio
-
Paragon Advisors, LLC145KShares$00.0% of portfolio
-
Nova R Wealth, Inc.108KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL82.9KShares$02.67% of portfolio