Sequoia Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 93,157 shares of AVDE stock, worth $6.11 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
93,157
Previous 93,157
-0.0%
Holding current value
$6.11 Million
Previous $6.24 Million
8.44%
% of portfolio
0.05%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
428Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio