Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 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 71,917 shares of AVDE stock, worth $4.68 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
71,917
Previous 71,720
0.27%
Holding current value
$4.68 Million
Previous $4.57 Million
2.06%
% of portfolio
0.91%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio