Iam Advisory, LLC American Centy ETF Tr Avantis Transaction History
Iam Advisory, LLC
- $400 Million
- Q2 2025
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 403,623 shares of AVDE stock, worth $31.3 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
403,623
Previous 189,329
113.19%
Holding current value
$31.3 Million
Previous $12.7 Million
136.03%
% of portfolio
7.47%
Previous 3.32%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
527Shares Held
90MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$367 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$314 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$262 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.81MShares$218 Million17.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$184 Million0.23% of portfolio