Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $294 Million
- Q3 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 93,870 shares of AVDE stock, worth $5.91 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
93,870
Previous 92,571
1.4%
Holding current value
$5.91 Million
Previous $5.76 Million
9.18%
% of portfolio
2.14%
Previous 2.47%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
360Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio