Nova R Wealth, Inc. American Centy ETF Tr Avantis Transaction History
Nova R Wealth, Inc.
- $190 Million
- Q4 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 24,124 shares of AVDE stock, worth $1.59 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,124
Previous 23,806
1.34%
Holding current value
$1.59 Million
Previous $1.6 Million
7.21%
% of portfolio
0.78%
Previous 0.82%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio