Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
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 101,510 shares of AVDE stock, worth $6.6 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
101,510
Previous 98,998
2.54%
Holding current value
$6.6 Million
Previous $6.16 Million
10.4%
% of portfolio
0.19%
Previous 0.18%
Shares
20 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