Fmb Wealth Management American Centy ETF Tr Avantis Transaction History
Fmb Wealth Management
- $142 Million
- Q1 2025
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 64,441 shares of AVDE stock, worth $4.68 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
64,441
Previous 66,418
2.98%
Holding current value
$4.68 Million
Previous $4.08 Billion
99.9%
% of portfolio
3.0%
Previous 2.3%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$344 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$282 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$275 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$207 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$184 Million0.23% of portfolio