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 $2.37 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
35,729Holding current value
$2.37 Million% of portfolio
1.92%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$406 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$328 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$303 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$225 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio