Executive Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Executive Wealth Management, LLC holds 387,857 shares of AVDE stock, worth $29.7 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
387,857
Previous 390,808
0.76%
Holding current value
$29.7 Million
Previous $26.2 Million
9.14%
% of portfolio
2.06%
Previous 2.25%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
520Shares Held
89.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$362 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$310 Million0.39% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$259 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$195 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$181 Million0.23% of portfolio