Wealth Shield Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 6,350 shares of AVSD stock, worth $360,616. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,350
Previous 6,350
-0.0%
Holding current value
$360,616
Previous $352,000
9.09%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding AVSD
# of Institutions
48Shares Held
1.36MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA273KShares$15.5 Million11.51% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$10 Million0.02% of portfolio
-
Merriman Wealth Management, LLC67.7KShares$3.84 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.8 Million1.94% of portfolio