Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 575 shares of AVDE stock, worth $36,225. This represents 0.03% of its overall portfolio holdings.
Number of Shares
575
Previous 570
0.88%
Holding current value
$36,225
Previous $35.5 Million
8.61%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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