Magnolia Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 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 107,549 shares of AVDE stock, worth $8.03 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
107,549
Previous 157,627
31.77%
Holding current value
$8.03 Million
Previous $4.44 Billion
79.23%
% of portfolio
6.17%
Previous 3.66%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$353 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$290 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$190 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$189 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$175 Million5.71% of portfolio