Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
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 129,024 shares of AVDE stock, worth $9.89 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
129,024
Previous 121,235
6.42%
Holding current value
$9.89 Million
Previous $8.03 Billion
18.85%
% of portfolio
1.34%
Previous 1.51%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
520Shares Held
89.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$362 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$310 Million0.39% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$259 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$195 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$181 Million0.23% of portfolio