Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $214 Billion
- Q2 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 87,032 shares of AVDE stock, worth $6.46 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
87,032Holding current value
$6.46 Million% of portfolio
3.01%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
468Shares Held
81.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$288 Million0.43% of portfolio
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Annex Advisory Services, LLC3.79MShares$281 Million8.8% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.84MShares$211 Million19.21% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio