Joseph P. Lucia & Associates, LLC American Centy ETF Tr Avantis Transaction History
Joseph P. Lucia & Associates, LLC
- $202 Million
- Q2 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 8,211 shares of AVDE stock, worth $623,379. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,211Holding current value
$623,379% of portfolio
0.3%Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
505Shares Held
83.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$359 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$295 Million0.43% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.55MShares$193 Million16.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$192 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$178 Million5.71% of portfolio