Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 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 579,028 shares of AVDE stock, worth $36.5 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
579,028
Previous 504,476
14.78%
Holding current value
$36.5 Million
Previous $31.4 Million
23.57%
% of portfolio
4.64%
Previous 3.67%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 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