Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 25,483 shares of AVGE stock, worth $0. This represents 1.08% of its overall portfolio holdings.
Number of Shares
25,483
Previous 23,161
10.03%
Holding current value
$0
Previous $1.65 Million
19.71%
% of portfolio
1.08%
Previous 0.97%
Shares
4 transactions
Others Institutions Holding AVGE
# of Institutions
105Shares Held
1.91MCall Options Held
0Put Options Held
0-
Wealthstream Advisors, Inc.164KShares$00.0% of portfolio
-
Meredith Wealth Planning Maryville, IL147KShares$04.13% of portfolio
-
Nova R Wealth, Inc.104KShares$00.0% of portfolio
-
Paragon Advisors, LLC90.9KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC72.3KShares$00.0% of portfolio