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 $287 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
$287 Million
Previous $271 Million
12.8%
% of portfolio
0.69%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio
-
Wms Partners, LLC1.86MShares$117 Million7.32% of portfolio