Heirloom Wealth Management American Centy ETF Tr Avantis Transaction History
Heirloom Wealth Management
- $392 Million
- Q3 2025
A detailed history of Heirloom Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heirloom Wealth Management holds 34,330 shares of AVDE stock, worth $2.75 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
34,330Holding current value
$2.75 Million% of portfolio
0.69%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
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Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
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Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
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American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
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Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio