Ifp Advisors, Inc American Centy ETF Tr Avantis Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ifp Advisors, Inc holds 722 shares of AVDE stock, worth $46,078. This represents 0.0% of its overall portfolio holdings.

Number of Shares

722

Holding current value

$46,078

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$61.17 - $65.29 $44,164 - $47,139	722 New	722 $44,000
Q1 2023 Apr 18, 2023	BUY	$53.37 - $58.39 $9,286 - $10,159	174 New	174 $9,000
Q2 2022 Sep 06, 2022	BUY	$50.6 - $61.08 $4,351 - $5,252	86 New	86 $4,000
Q2 2022 Aug 12, 2022	SELL	$50.6 - $61.08 $4,351 - $5,252	-86 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$55.3 - $64.55 $4,755 - $5,551	86 New	86 $5,000

Others Institutions Holding AVDE

# of Institutions

370

Shares Held

68M

Call Options Held

Put Options Held

Annex Advisory Services, LLC

4.94M
Shares

$315 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$291 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$187 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$170 Million
17.59% of portfolio
High Tower Advisors, LLC Chicago, IL

2.41M
Shares

$154 Million
0.24% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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