New Edge Advisors, LLC American Centy ETF Tr Avantis Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New Edge Advisors, LLC holds 106,097 shares of AVDE stock, worth $6.91 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
106,097
Previous 116,619
9.02%
Holding current value
$6.91 Million
Previous $7.05 Million
4.04%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
326Shares Held
53.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$268 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$160 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$139 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$135 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$118 Million5.8% of portfolio