Wealth Shield Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Shield Partners, LLC
- $600 Million
- Q1 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 4,750 shares of AVSD stock, worth $269,847. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,750
Previous 3,750
26.67%
Holding current value
$269,847
Previous $202,000
33.66%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
50Shares Held
1.34MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA264KShares$15 Million10.38% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Old Mission Capital LLC93.3KShares$5.3 Million0.14% of portfolio
-
Merriman Wealth Management, LLC71.7KShares$4.07 Million0.19% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.8 Million1.94% of portfolio