Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 4,726 shares of AVDE stock, worth $303,172. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,726
Previous 4,826
2.07%
Holding current value
$303,172
Previous $307,000
4.23%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
354Shares Held
70.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$370 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$304 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$292 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$159 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$158 Million0.27% of portfolio