Pathstone Family Office, LLC American Centy ETF Tr Avantis Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pathstone Family Office, LLC holds 89,339 shares of AVDE stock, worth $5.81 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
89,339
Previous 19,931
348.24%
Holding current value
$5.81 Million
Previous $1.14 Million
334.53%
% of portfolio
0.03%
Previous 0.02%
Shares
10 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