Accel Wealth Management American Centy ETF Tr Avantis Transaction History
Accel Wealth Management
- $263 Million
- Q3 2024
A detailed history of Accel Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accel Wealth Management holds 3,225 shares of AVDE stock, worth $198,208. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,225
Previous 3,253
0.86%
Holding current value
$198,208
Previous $202,000
6.93%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio