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 $1.28 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,762
Previous 19,322
2.9%
Holding current value
$1.28 Million
Previous $1.3 Billion
11.1%
% of portfolio
0.05%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
441Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$418 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$323 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$259 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$231 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$194 Million19.21% of portfolio