Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $200 Billion
- Q4 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 99,909 shares of AVDE stock, worth $6.44 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
99,909
Previous 98,182
1.76%
Holding current value
$6.44 Million
Previous $6.3 Billion
2.7%
% of portfolio
3.07%
Previous 3.14%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
388Shares Held
75.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio