Sound Income Strategies, LLC American Centy ETF Tr Avantis Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Sound Income Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sound Income Strategies, LLC holds 298 shares of AVDE stock, worth $18,788. This represents 0.0% of its overall portfolio holdings.
Number of Shares
298
Previous 298
-0.0%
Holding current value
$18,788
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares 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