New Dimensions Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
New Dimensions Wealth Management, LLC
- $114 Billion
- Q3 2025
A detailed history of New Dimensions Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, New Dimensions Wealth Management, LLC holds 5,396 shares of AVDE stock, worth $433,029. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,396
Previous 5,396
-0.0%
Holding current value
$433,029
Previous $399 Million
6.61%
% of portfolio
0.37%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
547Shares Held
110MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio