Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,553,222 shares of AVDE stock, worth $291 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
4,553,222
Previous 4,345,940
4.77%
Holding current value
$291 Million
Previous $271 Million
12.8%
% of portfolio
0.69%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$368 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$303 Million0.21% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$158 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$151 Million0.23% of portfolio