Kelman Lazarov, Inc. American Centy ETF Tr Avantis Transaction History
Kelman Lazarov, Inc.
- $517 Million
- Q1 2025
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 73,814 shares of AVDE stock, worth $5.09 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
73,814
Previous 74,079
0.36%
Holding current value
$5.09 Million
Previous $4.55 Million
7.59%
% of portfolio
0.95%
Previous 0.9%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
452Shares Held
76.8MCall Options Held
800Put Options Held
1.6K-
Wealth Enhancement Advisory Services, LLC4.73MShares$326 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$261 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$233 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$196 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$169 Million0.21% of portfolio