Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 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 273,546 shares of AVDE stock, worth $17.5 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
273,546
Previous 265,933
2.86%
Holding current value
$17.5 Million
Previous $16.6 Million
10.74%
% of portfolio
1.24%
Previous 1.23%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
384Shares Held
75MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$316 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$292 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$188 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio