Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
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 2,844,520 shares of AVDE stock, worth $190 Million. This represents 19.21% of its overall portfolio holdings.
Number of Shares
2,844,520
Previous 2,657,033
7.06%
Holding current value
$190 Million
Previous $163 Billion
15.72%
% of portfolio
19.21%
Previous 17.59%
Shares
14 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
-
High Tower Advisors, LLC Chicago, IL2.45MShares$163 Million0.21% of portfolio