Wetherby Asset Management Inc American Centy ETF Tr Avantis Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 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 $1.4 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,850
Previous 21,850
-0.0%
Holding current value
$1.4 Million
Previous $1.36 Million
7.65%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
380Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio