Sentinel Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 99,893 shares of AVRE stock, worth $4.4 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
99,893
Previous 60,836
64.2%
Holding current value
$4.4 Million
Previous $2.69 Million
65.35%
% of portfolio
3.86%
Previous 2.52%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
149Shares Held
12.3MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO741KShares$32.7 Million4.02% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO635KShares$27.9 Million0.34% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI479KShares$21.1 Million1.7% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17 Million3.27% of portfolio