Lion Street Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lion Street Advisors, LLC
- $282 Million
- Q3 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 15,958 shares of AVDE stock, worth $980,778. This represents 0.38% of its overall portfolio holdings.
Number of Shares
15,958
Previous 15,058
5.98%
Holding current value
$980,778
Previous $937,000
14.09%
% of portfolio
0.38%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio