Intelligent Financial Strategies American Centy ETF Tr Avantis Transaction History
Intelligent Financial Strategies
- $156 Million
- Q1 2024
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 $325,251. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,090
Previous 5,740
11.32%
Holding current value
$325,251
Previous $346,000
6.36%
% of portfolio
0.21%
Previous 0.43%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
329Shares Held
58.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$285 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$278 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$157 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$116 Million5.8% of portfolio