Spire Wealth Management American Centy ETF Tr Avantis Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Spire Wealth Management holds 5,234 shares of AVDE stock, worth $395,271. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,234

Holding current value

$395,271

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$60.63 - $68.55 $317,337 - $358,790	5,234 New	5,234 $346,000

Others Institutions Holding AVDE

# of Institutions

486

Shares Held

82.7M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$357 Million
0.63% of portfolio
Ci Private Wealth, LLC Miami, FL

3.89M
Shares

$294 Million
0.43% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.55M
Shares

$192 Million
16.59% of portfolio
High Tower Advisors, LLC Chicago, IL

2.53M
Shares

$191 Million
0.23% of portfolio
Annex Advisory Services, LLC

2.34M
Shares

$177 Million
5.71% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management American Centy ETF Tr Avantis Transaction History