Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 17,903 shares of AVDE stock, worth $1.15 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
17,903
Previous 17,827
0.43%
Holding current value
$1.15 Million
Previous $1.2 Million
8.35%
% of portfolio
0.36%
Previous 0.42%
Shares
13 transactions
Others Institutions Holding AVDE
# of Institutions
393Shares Held
76.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$293 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$218 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio