Family Investment Center, Inc. American Centy ETF Tr Avantis Transaction History
Family Investment Center, Inc.
- $303 Million
- Q1 2024
A detailed history of Family Investment Center, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Family Investment Center, Inc. holds 197,618 shares of AVDE stock, worth $12.5 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
197,618
Previous 338,821
41.67%
Holding current value
$12.5 Million
Previous $20.5 Million
38.48%
% of portfolio
4.16%
Previous 10.61%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$261 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$155 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$135 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$132 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio