Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,960 shares of AVDE stock, worth $254,034. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,960
Previous 4,751
16.65%
Holding current value
$254,034
Previous $295,000
10.17%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
360Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$370 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$292 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$188 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$159 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio