Zhang Financial LLC American Centy ETF Tr Avantis Transaction History
Zhang Financial LLC
- $1.34 Billion
- Q1 2024
A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 163,368 shares of AVDE stock, worth $10.4 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
163,368
Previous 109,524
49.16%
Holding current value
$10.4 Million
Previous $6.62 Million
57.34%
% of portfolio
0.78%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$261 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