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 $18.9 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
291,238
Previous 321,344
9.37%
Holding current value
$18.9 Million
Previous $20.5 Billion
11.47%
% of portfolio
7.6%
Previous 8.24%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
343Shares Held
66.3MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$308 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$289 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$282 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$153 Million0.23% of portfolio