United Capital Financial Advisers, LLC American Centy ETF Tr Avantis Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,897 shares of AVDE stock, worth $318,549. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,897
Previous 4,897
-0.0%
Holding current value
$318,549
Previous $312,000
2.56%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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