Warren Averett Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 27,906 shares of AVDE stock, worth $1.87 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,906
Previous 28,046
0.5%
Holding current value
$1.87 Million
Previous $1.88 Million
8.89%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$411 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$331 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$306 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio