Advisory Resource Group American Centy ETF Tr Avantis Transaction History
Advisory Resource Group
- $414 Million
- Q3 2024
A detailed history of Advisory Resource Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Advisory Resource Group holds 73,752 shares of AVDE stock, worth $4.71 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
73,752
Previous 71,499
3.15%
Holding current value
$4.71 Million
Previous $4.45 Million
11.05%
% of portfolio
1.19%
Previous 1.13%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
370Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio