Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 402,810 shares of AVDE stock, worth $25.9 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
402,810
Previous 360,065
11.87%
Holding current value
$25.9 Million
Previous $24.1 Million
2.42%
% of portfolio
0.51%
Previous 0.54%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
393Shares Held
76.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$293 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$218 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio