Highland Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 326,231 shares of AVDE stock, worth $21.5 Million. This represents 6.94% of its overall portfolio holdings.
Number of Shares
326,231
Previous 310,596
5.03%
Holding current value
$21.5 Million
Previous $20.8 Million
3.83%
% of portfolio
6.94%
Previous 7.4%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio