Shanker Valleau Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $234 Million
- Q2 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 92,571 shares of AVDE stock, worth $6.09 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
92,571
Previous 92,911
0.37%
Holding current value
$6.09 Million
Previous $5.92 Million
2.68%
% of portfolio
2.47%
Previous 2.73%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
345Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$312 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$294 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$155 Million0.23% of portfolio