Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.35 Billion
- Q2 2024
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 265,933 shares of AVDE stock, worth $17.9 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
265,933
Previous 255,919
3.91%
Holding current value
$17.9 Million
Previous $16.3 Million
1.5%
% of portfolio
1.23%
Previous 1.38%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$319 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$300 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$292 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$166 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$159 Million0.23% of portfolio