Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lutz Financial Services LLC holds 143,425 shares of AVDE stock, worth $9.51 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
143,425
Previous 144,102
0.47%
Holding current value
$9.51 Million
Previous $9.19 Million
2.79%
% of portfolio
0.78%
Previous 0.8%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$315 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$296 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$288 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$164 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$156 Million0.23% of portfolio