Cwa Asset Management Group, LLC American Centy ETF Tr Avantis Transaction History
Cwa Asset Management Group, LLC
- $1.85 Billion
- Q3 2024
A detailed history of Cwa Asset Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 7,231 shares of AVDE stock, worth $457,071. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,231
Previous 6,939
4.21%
Holding current value
$457,071
Previous $442,000
9.5%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$364 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$288 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio