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 $6.23 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
93,157
Previous 93,157
-0.0%
Holding current value
$6.23 Million
Previous $6.24 Million
8.44%
% of portfolio
0.05%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
82.4MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Annex Advisory Services, LLC3.79MShares$253 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio