Wms Partners, LLC American Centy ETF Tr Avantis Transaction History
Wms Partners, LLC
- $1.4 Billion
- Q1 2024
A detailed history of Wms Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wms Partners, LLC holds 1,728,586 shares of AVDE stock, worth $110 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
1,728,586
Previous 1,668,656
3.59%
Holding current value
$110 Million
Previous $101 Million
9.27%
% of portfolio
7.88%
Previous 7.73%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$260 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