Fmb Wealth Management American Centy ETF Tr Avantis Transaction History
Fmb Wealth Management
- $109 Billion
- Q4 2023
A detailed history of Fmb Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Fmb Wealth Management holds 70,155 shares of AVDE stock, worth $4.6 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
70,155
Previous 65,170
7.65%
Holding current value
$4.6 Million
Previous $3.63 Billion
16.9%
% of portfolio
3.87%
Previous 3.89%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
348Shares Held
68.8MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$377 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$311 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$285 Million0.67% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$162 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio