Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Uma Financial Services, Inc.
- $573 Million
- Q4 2024
A detailed history of Uma Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Uma Financial Services, Inc. holds 70 shares of AVDE stock, worth $4,613. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70Holding current value
$4,613% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio