Northwest Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
A detailed history of Northwest Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 127,705 shares of AVDE stock, worth $8.31 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
127,705
Previous 116,270
9.83%
Holding current value
$8.31 Million
Previous $7.24 Million
18.26%
% of portfolio
2.03%
Previous 1.9%
Shares
16 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio