Truepoint, Inc. American Centy ETF Tr Avantis Transaction History
Truepoint, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 14,175 shares of AVDE stock, worth $922,083. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,175
Previous 12,226
15.94%
Holding current value
$922,083
Previous $779,000
13.22%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio