Global Retirement Partners, LLC American Centy ETF Tr Avantis Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Global Retirement Partners, LLC holds 9,944 shares of AVDE stock, worth $646,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,944
Previous 7,141
39.25%
Holding current value
$646,857
Previous $444,000
50.0%
% of portfolio
0.02%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio