Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Falcon Wealth Planning holds 47,924 shares of AVDE stock, worth $2.92 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
47,924Holding current value
$2.92 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$351 Million14.0% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$277 Million0.69% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$179 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$147 Million0.24% of portfolio