Cpwm, LLC American Centy ETF Tr Avantis Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cpwm, LLC holds 274,851 shares of AVDE stock, worth $17.5 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
274,851
Previous 245,768
11.83%
Holding current value
$17.5 Million
Previous $12.5 Million
0.12%
% of portfolio
1.18%
Previous 1.12%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$262 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$132 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio