Evensky & Katz LLC American Centy ETF Tr Avantis Transaction History
Evensky & Katz LLC
- $1.44 Billion
- Q2 2024
A detailed history of Evensky & Katz LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evensky & Katz LLC holds 60,124 shares of AVDE stock, worth $4.01 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
60,124
Previous 61,606
2.41%
Holding current value
$4.01 Million
Previous $3.93 Million
4.69%
% of portfolio
0.26%
Previous 0.28%
Shares
8 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$316 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$298 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$290 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$165 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$157 Million0.23% of portfolio