Stonebrook Private Inc. American Centy ETF Tr Avantis Transaction History

Stonebrook Private Inc.

$385 Billion
Q1 2025

A detailed history of Stonebrook Private Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Stonebrook Private Inc. holds 4,930 shares of AVDE stock, worth $361,270. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,930

Holding current value

$361,270

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$60.63 - $68.55 $298,905 - $337,951	4,930 New	4,930 $327 Million

Others Institutions Holding AVDE

# of Institutions

459

Shares Held

81M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

4.73M
Shares

$347 Million
0.64% of portfolio
Ci Private Wealth, LLC Miami, FL

3.89M
Shares

$285 Million
0.43% of portfolio
Annex Advisory Services, LLC

3.79M
Shares

$278 Million
8.8% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.84M
Shares

$208 Million
19.21% of portfolio
High Tower Advisors, LLC Chicago, IL

2.53M
Shares

$185 Million
0.23% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Stonebrook Private Inc. American Centy ETF Tr Avantis Transaction History