Capstone Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 295,193 shares of AVRE stock, worth $13.4 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
295,193
Previous 35,070
741.73%
Holding current value
$13.4 Million
Previous $1.48 Million
720.99%
% of portfolio
0.8%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
110Shares Held
8.95MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$48.4 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$33.1 Million4.3% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$17.5 Million4.42% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$14.1 Million7.07% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.282KShares$12.8 Million4.53% of portfolio