Independent Advisor Alliance American Centy ETF Tr Avantis Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Independent Advisor Alliance holds 23,663 shares of AVDE stock, worth $1.54 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,663Holding current value
$1.54 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
405Shares Held
77.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$297 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio