Worth Pointe, LLC American Centy ETF Tr Avantis Transaction History
Worth Pointe, LLC
- $235 Million
- Q3 2024
A detailed history of Worth Pointe, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Worth Pointe, LLC holds 149,992 shares of AVDE stock, worth $9.46 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
149,992
Previous 143,393
4.6%
Holding current value
$9.46 Million
Previous $8.93 Million
12.61%
% of portfolio
4.27%
Previous 4.11%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio