Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 18,884 shares of AVDE stock, worth $1.38 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,884
Previous 18,762
0.65%
Holding current value
$1.38 Million
Previous $1.15 Billion
8.68%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$347 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$285 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$278 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$208 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$185 Million0.23% of portfolio