Parcion Private Wealth LLC American Centy ETF Tr Avantis Transaction History
Parcion Private Wealth LLC
- $1.18 Billion
- Q3 2024
A detailed history of Parcion Private Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parcion Private Wealth LLC holds 5,390 shares of AVDE stock, worth $339,570. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,390
Previous 5,390
-0.0%
Holding current value
$339,570
Previous $335,000
7.76%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio