Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 43,462 shares of AVDE stock, worth $2.71 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
43,462
Previous 44,993
3.4%
Holding current value
$2.71 Million
Previous $2.5 Billion
10.64%
% of portfolio
1.96%
Previous 2.31%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$256 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$129 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$113 Million5.8% of portfolio