Henrickson Nauta Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $230 Million
- Q1 2024
A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 232,295 shares of AVDE stock, worth $14.8 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
232,295
Previous 234,957
1.13%
Holding current value
$14.8 Million
Previous $14.2 Million
4.28%
% of portfolio
6.45%
Previous 7.04%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
329Shares Held
58.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$284 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$276 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.31MShares$147 Million17.48% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio