Disciplina Capital Management LLC American Centy ETF Tr Avantis Transaction History
Disciplina Capital Management LLC
- $624 Billion
- Q3 2024
A detailed history of Disciplina Capital Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Disciplina Capital Management LLC holds 121,734 shares of AVDE stock, worth $7.76 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
121,734
Previous 123,460
1.4%
Holding current value
$7.76 Million
Previous $7.69 Billion
6.16%
% of portfolio
1.31%
Previous 1.27%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
378Shares Held
73.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio