Rvw Wealth, LLC American Centy ETF Tr Avantis Transaction History
Rvw Wealth, LLC
- $953 Million
- Q2 2024
A detailed history of Rvw Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rvw Wealth, LLC holds 426,517 shares of AVDE stock, worth $27.1 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
426,517
Previous 449,570
5.13%
Holding current value
$27.1 Million
Previous $28.7 Million
7.33%
% of portfolio
2.79%
Previous 3.05%
Shares
18 transactions
Others Institutions Holding AVDE
# of Institutions
334Shares Held
59.2MCall 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
-
Rockwood Wealth Management, LLC New Hope, PA2.31MShares$146 Million17.48% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio