Mc Lean Asset Management Corp American Centy ETF Tr Avantis Transaction History
Mc Lean Asset Management Corp
- $333 Billion
- Q4 2024
A detailed history of Mc Lean Asset Management Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 123,630 shares of AVDE stock, worth $7.97 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
123,630
Previous 93,352
32.43%
Holding current value
$7.97 Million
Previous $6.19 Billion
22.55%
% of portfolio
2.28%
Previous 1.87%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
380Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio