Krilogy Financial LLC American Centy ETF Tr Avantis Transaction History
Krilogy Financial LLC
- $1.37 Billion
- Q4 2024
A detailed history of Krilogy Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Krilogy Financial LLC holds 302,947 shares of AVDE stock, worth $19.5 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
302,947
Previous 290,656
4.23%
Holding current value
$19.5 Million
Previous $19.5 Million
4.57%
% of portfolio
1.36%
Previous 1.45%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
379Shares Held
74.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio