Magnolia Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Magnolia Private Wealth, LLC
- $121 Billion
- Q1 2025
A detailed history of Magnolia Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 157,627 shares of AVDE stock, worth $11.7 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
157,627
Previous 54,336
190.1%
Holding current value
$11.7 Million
Previous $3.33 Billion
33.18%
% of portfolio
3.66%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
461Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$288 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$281 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$211 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio