Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $293 Billion
- Q3 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 78,997 shares of AVDE stock, worth $6.25 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
78,997
Previous 87,032
9.23%
Holding current value
$6.25 Million
Previous $6.44 Billion
3.24%
% of portfolio
2.13%
Previous 3.01%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
533Shares Held
90.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$374 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$320 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$267 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.81MShares$222 Million17.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$187 Million0.23% of portfolio