Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,783 shares of AVDE stock, worth $249,299. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,783
Previous 4,541
16.69%
Holding current value
$249,299
Previous $304,000
23.68%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio