Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 74,079 shares of AVDE stock, worth $4.86 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
74,079
Previous 73,289
1.08%
Holding current value
$4.86 Million
Previous $4.91 Million
7.45%
% of portfolio
0.9%
Previous 0.94%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
424Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio