Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 570 shares of AVDE stock, worth $37,506. This represents 0.03% of its overall portfolio holdings.
Number of Shares
570
Previous 551
3.45%
Holding current value
$37,506
Previous $35.1 Million
1.04%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$312 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$294 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$155 Million0.23% of portfolio