New Dimensions Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
New Dimensions Wealth Management, LLC
- $109 Billion
- Q2 2025
A detailed history of New Dimensions Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 5,396 shares of AVDE stock, worth $426,661. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,396
Previous 5,396
-0.0%
Holding current value
$426,661
Previous $358 Million
11.68%
% of portfolio
0.36%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
536Shares Held
90.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$374 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$320 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$267 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.81MShares$222 Million17.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$187 Million0.23% of portfolio