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 255,305 shares of AVRE stock, worth $11.9 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
255,305
Previous 187,325
36.29%
Holding current value
$11.9 Million
Previous $7.92 Billion
32.87%
% of portfolio
7.51%
Previous 6.65%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$48.9 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.4 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$14.9 Million5.66% of portfolio