Mc Lean Asset Management Corp American Centy ETF Tr Avantis Transaction History
Mc Lean Asset Management Corp
- $309 Billion
- Q2 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 87,440 shares of AVDE stock, worth $5.88 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
87,440
Previous 67,198
30.12%
Holding current value
$5.88 Million
Previous $4.29 Billion
30.47%
% of portfolio
1.81%
Previous 1.47%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$319 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$300 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$292 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$166 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$159 Million0.23% of portfolio