Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 6,065 shares of AVDE stock, worth $401,927. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,065
Previous 6,065
-0.0%
Holding current value
$401,927
Previous $407 Million
8.44%
% of portfolio
0.17%
Previous 0.18%
Shares
4 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