Activest Wealth Management American Centy ETF Tr Avantis Transaction History
Activest Wealth Management
- $282 Million
- Q3 2024
A detailed history of Activest Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Activest Wealth Management holds 6,940 shares of AVDE stock, worth $426,532. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,940
Previous 6,940
-0.0%
Holding current value
$426,532
Previous $432,000
7.64%
% of portfolio
0.16%
Previous 0.15%
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