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 $1.65 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,850
Previous 21,850
-0.0%
Holding current value
$1.65 Million
Previous $1.46 Million
8.47%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$357 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$294 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$192 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$191 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$177 Million5.71% of portfolio