Wmg Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 2024
A detailed history of Wmg Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 91,869 shares of AVRE stock, worth $4.03 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
91,869
Previous 86,688
5.98%
Holding current value
$4.03 Million
Previous $4.09 Million
5.75%
% of portfolio
1.79%
Previous 1.98%
Shares
7 transactions
Others Institutions Holding AVRE
# of Institutions
127Shares Held
9.73MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$52.1 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.5 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$16 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$15 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$14.1 Million4.63% of portfolio