Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 51,731 shares of AVDE stock, worth $3.77 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
51,731
Previous 51,731
-0.0%
Holding current value
$3.77 Million
Previous $3.43 Billion
99.9%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$345 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$283 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$276 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$207 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$184 Million0.23% of portfolio