Rialto Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 19,336 shares of AVDE stock, worth $1.29 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
19,336
Previous 18,561
4.18%
Holding current value
$1.29 Million
Previous $1.14 Billion
99.89%
% of portfolio
0.42%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
81.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Annex Advisory Services, LLC3.79MShares$253 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio