Gateway Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Gateway Wealth Partners, LLC
- $279 Billion
- Q1 2024
A detailed history of Gateway Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 97,953 shares of AVDE stock, worth $6.13 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
97,953
Previous 79,429
23.32%
Holding current value
$6.13 Million
Previous $4.8 Billion
30.08%
% of portfolio
2.24%
Previous 1.93%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$257 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$130 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$113 Million5.8% of portfolio