Iam Advisory, LLC American Centy ETF Tr Avantis Transaction History
Iam Advisory, LLC
- $392 Million
- Q4 2024
A detailed history of Iam Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iam Advisory, LLC holds 190,988 shares of AVDE stock, worth $13 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
190,988
Previous 193,654
1.38%
Holding current value
$13 Million
Previous $13 Million
9.71%
% of portfolio
2.99%
Previous 3.29%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$416 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$336 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$333 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$230 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$181 Million17.59% of portfolio