Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $855 Million
- Q2 2024
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 504,476 shares of AVDE stock, worth $32.2 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
504,476
Previous 445,350
13.28%
Holding current value
$32.2 Million
Previous $28.4 Million
10.65%
% of portfolio
3.67%
Previous 4.06%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$368 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$303 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$291 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$158 Million0.27% of portfolio