Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Iag Wealth Partners, LLC
- $535 Million
- Q3 2024
A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 176,522 shares of AVDE stock, worth $11.1 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
176,522
Previous 162,108
8.89%
Holding current value
$11.1 Million
Previous $10.1 Million
17.24%
% of portfolio
2.21%
Previous 2.04%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio