Michael A. Dubis Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 3,470 shares of AVDE stock, worth $278,467. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,470
Previous 3,470
-0.0%
Holding current value
$278,467
Previous $213,000
8.45%
% of portfolio
0.23%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio