Heritage Wealth Architects, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 93,314 shares of AVDE stock, worth $6.9 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
93,314Holding current value
$6.9 Million% of portfolio
6.01%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
461Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$350 Million0.64% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$287 Million0.43% of portfolio
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Annex Advisory Services, LLC3.79MShares$280 Million8.8% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$210 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$187 Million0.23% of portfolio