Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $129 Billion
- Q2 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 84,353 shares of AVDE stock, worth $5.5 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
84,353
Previous 84,090
0.31%
Holding current value
$5.5 Million
Previous $5.36 Billion
2.02%
% of portfolio
4.08%
Previous 4.69%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$310 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$291 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio