Accredited Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 35,729 shares of AVDE stock, worth $2.41 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
35,729Holding current value
$2.41 Million% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$334 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.89MShares$330 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$229 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$180 Million17.59% of portfolio