Warren Averett Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 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 25,454 shares of AVDE stock, worth $1.61 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,454
Previous 25,853
1.54%
Holding current value
$1.61 Million
Previous $1.56 Million
3.84%
% of portfolio
0.04%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$259 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$155 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$134 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$131 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$114 Million5.8% of portfolio