Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 123,419 shares of AVDE stock, worth $8.17 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
123,419
Previous 84,939
45.3%
Holding current value
$8.17 Million
Previous $5.69 Billion
32.9%
% of portfolio
5.13%
Previous 3.98%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$327 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$302 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio