Collective Family Office LLC American Centy ETF Tr Avantis Transaction History
Collective Family Office LLC
- $305 Million
- Q1 2024
A detailed history of Collective Family Office LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collective Family Office LLC holds 32,105 shares of AVDE stock, worth $2.01 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
32,105
Previous 22,143
44.99%
Holding current value
$2.01 Million
Previous $1.34 Million
52.91%
% of portfolio
0.67%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$257 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$130 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$113 Million5.8% of portfolio