Vise Technologies, Inc. American Centy ETF Tr Avantis Transaction History
Vise Technologies, Inc.
- $771 Million
- Q3 2024
A detailed history of Vise Technologies, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vise Technologies, Inc. holds 4,958 shares of AVDE stock, worth $319,493. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,958
Previous 3,723
33.17%
Holding current value
$319,493
Previous $231,000
43.72%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
378Shares Held
73.8MCall 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$294 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio