Ieq Capital, LLC American Centy ETF Tr Avantis Transaction History

Ieq Capital, LLC

$12.3 Billion
Q1 2025

A detailed history of Ieq Capital, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ieq Capital, LLC holds 3,904 shares of AVDE stock, worth $269,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,904

Holding current value

$269,180

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$60.63 - $68.55 $236,699 - $267,619	3,904 New	3,904 $258,000

Others Institutions Holding AVDE

# of Institutions

457

Shares Held

80.9M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$326 Million
0.64% of portfolio
Ci Private Wealth, LLC Miami, FL

3.89M
Shares

$268 Million
0.43% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$261 Million
8.8% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$196 Million
19.21% of portfolio
High Tower Advisors, LLC Chicago, IL

2.53M
Shares

$174 Million
0.23% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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