Red Lighthouse Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Red Lighthouse Investment Management, LLC
- $239 Billion
- Q2 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 291,238 shares of AVDE stock, worth $19.3 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
291,238
Previous 321,344
9.37%
Holding current value
$19.3 Million
Previous $20.5 Billion
11.47%
% of portfolio
7.6%
Previous 8.24%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$315 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$296 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$288 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$164 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$156 Million0.23% of portfolio