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 $470,376. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,231
Previous 6,939
4.21%
Holding current value
$470,376
Previous $442,000
9.5%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio