Cwa Asset Management Group, LLC American Centy ETF Tr Avantis Transaction History
Cwa Asset Management Group, LLC
- $1.95 Billion
- Q4 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 7,600 shares of AVDE stock, worth $498,712. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,600
Previous 7,231
5.1%
Holding current value
$498,712
Previous $484,000
3.72%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$310 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$249 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$187 Million19.21% of portfolio