Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $134 Billion
- Q3 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 32,030 shares of AVDE stock, worth $1.97 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
32,030
Previous 30,421
5.29%
Holding current value
$1.97 Million
Previous $1.89 Billion
13.36%
% of portfolio
1.6%
Previous 1.54%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$355 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$281 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$181 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$153 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio