Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $243 Million
- Q3 2024
A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 18,320 shares of AVDE stock, worth $1.16 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,320
Previous 17,005
7.73%
Holding current value
$1.16 Million
Previous $1.06 Million
15.97%
% of portfolio
0.5%
Previous 0.49%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$364 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$288 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio