Cornerstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 85,966 shares of AVDE stock, worth $5.53 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
85,966
Previous 35,617
141.36%
Holding current value
$5.53 Million
Previous $2.39 Million
120.99%
% of portfolio
0.37%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
389Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$293 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio