Iam Advisory, LLC American Centy ETF Tr Avantis Transaction History
Iam Advisory, LLC
- $369 Million
- Q2 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 192,326 shares of AVDE stock, worth $12.5 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
192,326
Previous 11,547
1565.59%
Holding current value
$12.5 Million
Previous $736,000
1526.9%
% of portfolio
3.25%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio