Global Wealth Strategies & Associates American Centy ETF Tr Avantis Transaction History
Global Wealth Strategies & Associates
- $330 Billion
- Q1 2025
A detailed history of Global Wealth Strategies & Associates transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 659 shares of AVDE stock, worth $44,054. This represents 0.01% of its overall portfolio holdings.
Number of Shares
659
Previous 525
25.52%
Holding current value
$44,054
Previous $32.2 Million
35.55%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
434Shares Held
81.7MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$330 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio