Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 67 shares of AVDE stock, worth $4,358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 56
19.64%
Holding current value
$4,358
Previous $3.46 Million
29.68%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio