Nicholson Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Nicholson Wealth Management Group, LLC
- $122 Billion
- Q3 2024
A detailed history of Nicholson Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Nicholson Wealth Management Group, LLC holds 38,574 shares of AVDE stock, worth $2.37 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
38,574Holding current value
$2.37 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio