Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 114,952 shares of AVDE stock, worth $8.81 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
114,952
Previous 104,569
9.93%
Holding current value
$8.81 Million
Previous $6.93 Million
22.77%
% of portfolio
0.2%
Previous 0.18%
Shares
23 transactions
Others Institutions Holding AVDE
# of Institutions
510Shares Held
86.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$362 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$298 Million0.43% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$259 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$195 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$181 Million0.23% of portfolio