Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 28,754 shares of AVRE stock, worth $1.25 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,754
Previous 26,676
7.79%
Holding current value
$1.25 Million
Previous $1.26 Million
4.14%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
124Shares Held
9.73MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$51.6 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.2 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.9 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.9 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$14 Million4.63% of portfolio