Evensky & Katz LLC American Centy ETF Tr Avantis Transaction History
Evensky & Katz LLC
- $1.64 Billion
- Q2 2025
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 60,880 shares of AVDE stock, worth $4.54 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
60,880
Previous 104,865
41.94%
Holding current value
$4.54 Million
Previous $6.95 Million
35.16%
% of portfolio
0.28%
Previous 0.47%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$353 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$290 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$190 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$189 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$175 Million5.71% of portfolio