Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 18,608 shares of AVDE stock, worth $1.18 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
18,608
Previous 13,944
33.45%
Holding current value
$1.18 Million
Previous $842,000
40.86%
% of portfolio
0.46%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$261 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$155 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$135 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$132 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio