Rockefeller Capital Management L.P. American Centy ETF Tr Avantis Transaction History
Rockefeller Capital Management L.P.
- $36 Billion
- Q4 2024
A detailed history of Rockefeller Capital Management L.P. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 234,405 shares of AVDE stock, worth $16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
234,405
Previous 194,089
20.77%
Holding current value
$16 Million
Previous $13 Million
10.58%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$418 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$337 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$334 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$231 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$182 Million17.59% of portfolio