Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 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 98,998 shares of AVDE stock, worth $6.48 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
98,998
Previous 99,059
0.06%
Holding current value
$6.48 Million
Previous $6.31 Million
2.39%
% of portfolio
0.18%
Previous 0.19%
Shares
19 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$311 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$292 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio