Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
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 18,762 shares of AVDE stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,762
Previous 19,322
2.9%
Holding current value
$1.27 Million
Previous $1.3 Billion
11.1%
% of portfolio
0.05%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$334 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$229 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$180 Million17.59% of portfolio