Financial Advisory Service, Inc. American Centy ETF Tr Avantis Transaction History
Financial Advisory Service, Inc.
- $1.11 Billion
- Q4 2024
A detailed history of Financial Advisory Service, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 178,531 shares of AVDE stock, worth $12 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
178,531
Previous 164,845
8.3%
Holding current value
$12 Million
Previous $11 Million
0.84%
% of portfolio
0.99%
Previous 0.94%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$333 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$228 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$179 Million17.59% of portfolio