Red Lighthouse Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Red Lighthouse Investment Management, LLC
- $253 Billion
- Q4 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 295,418 shares of AVDE stock, worth $19.6 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
295,418
Previous 292,297
1.07%
Holding current value
$19.6 Million
Previous $19.6 Billion
7.47%
% of portfolio
7.17%
Previous 7.66%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$314 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$251 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$189 Million19.21% of portfolio