Global Retirement Partners, LLC American Centy ETF Tr Avantis Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 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 87,200 shares of AVDE stock, worth $5.75 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
87,200
Previous 9,944
776.91%
Holding current value
$5.75 Million
Previous $666,000
703.45%
% of portfolio
0.16%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio