Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,161 shares of AVDE stock, worth $76,173. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,161Holding current value
$76,173% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
424Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio