Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
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 54,186 shares of AVDE stock, worth $4.02 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
54,186
Previous 52,585
3.04%
Holding current value
$4.02 Million
Previous $3.23 Billion
11.27%
% of portfolio
2.16%
Previous 2.02%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
461Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$288 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$281 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$211 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio