Truepoint, Inc. American Centy ETF Tr Avantis Transaction History
Truepoint, Inc.
- $3.65 Billion
- Q3 2024
A detailed history of Truepoint, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Truepoint, Inc. holds 15,689 shares of AVDE stock, worth $1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,689
Previous 14,175
10.68%
Holding current value
$1 Million
Previous $882,000
19.16%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
378Shares Held
73.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio