Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 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 96,604 shares of AVDE stock, worth $6.5 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
96,604
Previous 96,055
0.57%
Holding current value
$6.5 Million
Previous $6.12 Billion
1.76%
% of portfolio
4.29%
Previous 5.14%
Shares
3 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$319 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$300 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$292 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$166 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$159 Million0.23% of portfolio