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 $2.49 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
38,574Holding current value
$2.49 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
349Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$371 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$306 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$293 Million0.69% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$159 Million0.27% of portfolio