Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 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 4,890,241 shares of AVDE stock, worth $321 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
4,890,241
Previous 4,558,487
7.28%
Holding current value
$321 Million
Previous $280 Million
7.28%
% of portfolio
0.61%
Previous 0.61%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
81.5MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC3.79MShares$249 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$187 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$160 Million0.21% of portfolio