Lion Street Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
A detailed history of Lion Street Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lion Street Advisors, LLC holds 17,059 shares of AVDE stock, worth $1.13 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,059
Previous 15,958
6.9%
Holding current value
$1.13 Million
Previous $1.07 Million
2.15%
% of portfolio
0.34%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$327 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$302 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio