Vista Investment Partners LLC American Centy ETF Tr Avantis Transaction History
Vista Investment Partners LLC
- $320 Billion
- Q4 2024
A detailed history of Vista Investment Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Investment Partners LLC holds 15,638 shares of AVDE stock, worth $1.03 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,638
Previous 6,098
156.44%
Holding current value
$1.03 Million
Previous $409 Million
134.79%
% of portfolio
0.3%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio