Visionary Wealth Advisors American Centy ETF Tr Avantis Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 2024
A detailed history of Visionary Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Visionary Wealth Advisors holds 92,866 shares of AVDE stock, worth $6.04 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
92,866
Previous 85,825
8.2%
Holding current value
$6.04 Million
Previous $5.47 Million
5.69%
% of portfolio
0.39%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio