Michael A. Dubis Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 3,470 shares of AVDE stock, worth $228,673. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,470Holding current value
$228,673% of portfolio
0.21%Shares
1 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
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Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio