Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $415 Billion
- Q1 2024
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 59,821 shares of AVDE stock, worth $3.81 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
59,821
Previous 4,913
1117.61%
Holding current value
$3.81 Million
Previous $297 Million
1184.33%
% of portfolio
0.92%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$262 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$132 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio