Vise Technologies, Inc. American Centy ETF Tr Avantis Transaction History

Vise Technologies, Inc.

$563 Million
Q2 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 3,723 shares of AVDE stock, worth $250,334. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,723

Holding current value

$250,334

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$61.17 - $65.29 $227,735 - $243,074	3,723 New	3,723 $231,000

Others Institutions Holding AVDE

# of Institutions

344

Shares Held

66.5M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

4.74M
Shares

$319 Million
0.21% of portfolio
Annex Advisory Services, LLC

4.46M
Shares

$300 Million
10.2% of portfolio
Wealth Enhancement Advisory Services, LLC

4.35M
Shares

$292 Million
0.67% of portfolio
Ci Private Wealth, LLC Miami, FL

2.47M
Shares

$166 Million
0.27% of portfolio
High Tower Advisors, LLC Chicago, IL

2.36M
Shares

$159 Million
0.23% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Vise Technologies, Inc. American Centy ETF Tr Avantis Transaction History