Robertson Stephens Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
488Shares Held
82.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$349 Million0.63% of portfolio
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Ci Private Wealth, LLC Miami, FL3.89MShares$287 Million0.43% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.55MShares$188 Million16.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.53MShares$187 Million0.23% of portfolio
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Annex Advisory Services, LLC2.34MShares$173 Million5.71% of portfolio