Summit Financial Strategies, Inc. American Centy ETF Tr Avantis Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 2025
A detailed history of Summit Financial Strategies, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,506 shares of AVDE stock, worth $258,847. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,506Holding current value
$258,847% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
491Shares Held
82.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$349 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$287 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$188 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$187 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$173 Million5.71% of portfolio