Fmb Wealth Management American Centy ETF Tr Avantis Transaction History
Fmb Wealth Management
- $178 Billion
- Q4 2024
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 66,418 shares of AVDE stock, worth $4.23 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
66,418
Previous 66,774
0.53%
Holding current value
$4.23 Million
Previous $4.48 Billion
8.93%
% of portfolio
2.3%
Previous 2.53%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
376Shares Held
74.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio