Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $140 Billion
- Q2 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 96,604 shares of AVDE stock, worth $6.22 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
96,604
Previous 96,055
0.57%
Holding current value
$6.22 Million
Previous $6.12 Billion
1.76%
% of portfolio
4.29%
Previous 5.14%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
68.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$371 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$306 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$293 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$159 Million0.27% of portfolio