Collective Family Office LLC American Centy ETF Tr Avantis Transaction History
Collective Family Office LLC
- $336 Million
- Q2 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 87,341 shares of AVRE stock, worth $4.06 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
87,341
Previous 62,602
39.52%
Holding current value
$4.06 Million
Previous $2.65 Million
36.05%
% of portfolio
1.07%
Previous 0.87%
Shares
10 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$48.9 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.4 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$14.9 Million5.66% of portfolio