Janiczek Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Janiczek Wealth Management, LLC
- $475 Million
- Q2 2024
A detailed history of Janiczek Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 642,399 shares of AVDE stock, worth $41 Million. This represents 8.43% of its overall portfolio holdings.
Number of Shares
642,399
Previous 457,652
40.37%
Holding current value
$41 Million
Previous $29.2 Million
37.11%
% of portfolio
8.43%
Previous 6.24%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
382Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio