Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 9,534 shares of AVDE stock, worth $590,535. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,534
Previous 9,534
-0.0%
Holding current value
$590,535
Previous $594 Million
7.66%
% of portfolio
0.25%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
361Shares Held
67.1MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$357 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$282 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$182 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$153 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$149 Million0.24% of portfolio