Wealthsource Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,714 shares of AVDE stock, worth $299,904. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,714
Previous 5,074
7.09%
Holding current value
$299,904
Previous $282,000
0.71%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
329Shares Held
58.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.46MShares$284 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$276 Million0.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.31MShares$147 Million17.48% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio