Golden State Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 37,225 shares of AVDE stock, worth $2.37 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
37,225Holding current value
$2.37 Million% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
378Shares Held
73.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio