Intelligent Financial Strategies American Centy ETF Tr Avantis Transaction History
Intelligent Financial Strategies
- $183 Million
- Q2 2025
A detailed history of Intelligent Financial Strategies transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Intelligent Financial Strategies holds 5,090 shares of AVDE stock, worth $401,601. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,090
Previous 5,090
-0.0%
Holding current value
$401,601
Previous $337,000
11.57%
% of portfolio
0.21%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
526Shares Held
89.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$373 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$319 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$266 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$201 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$187 Million0.23% of portfolio