Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 2,305,967 shares of AVDE stock, worth $147 Million. This represents 17.48% of its overall portfolio holdings.
Number of Shares
2,305,967
Previous 2,131,007
8.21%
Holding current value
$147 Million
Previous $136 Billion
5.7%
% of portfolio
17.48%
Previous 17.53%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
329Shares Held
58.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$284 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$276 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio
-
Wms Partners, LLC1.73MShares$110 Million7.88% of portfolio