Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 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 17,084 shares of AVDE stock, worth $1.12 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,084
Previous 16,790
1.75%
Holding current value
$1.12 Million
Previous $1.07 Million
0.84%
% of portfolio
0.37%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$312 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$294 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$162 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$155 Million0.23% of portfolio