Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History
Symphony Financial, Ltd. Co.
- $177 Million
- Q1 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 6,572 shares of AVDE stock, worth $448,867. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,572
Previous 191,484
96.57%
Holding current value
$448,867
Previous $11.8 Million
96.3%
% of portfolio
0.25%
Previous 1.9%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
441Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$418 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$323 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$259 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$231 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$194 Million19.21% of portfolio