Nova R Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Nova R Wealth, Inc.
- $184 Million
- Q1 2024
A detailed history of Nova R Wealth, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Nova R Wealth, Inc. holds 23,466 shares of AVDE stock, worth $1.52 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
23,466
Previous 13,752
70.64%
Holding current value
$1.52 Million
Previous $831,000
79.9%
% of portfolio
0.81%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
328Shares Held
58MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$290 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.11MShares$267 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$159 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$138 Million17.53% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$117 Million5.8% of portfolio