Wetherby Asset Management Inc American Centy ETF Tr Avantis Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wetherby Asset Management Inc holds 21,850 shares of AVDE stock, worth $1.6 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,850
Previous 21,850
-0.0%
Holding current value
$1.6 Million
Previous $1.46 Million
8.47%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$347 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$285 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$278 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$208 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$185 Million0.23% of portfolio