Alpha Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alpha Financial Advisors, LLC
- $226 Billion
- Q3 2024
A detailed history of Alpha Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 6,065 shares of AVDE stock, worth $372,754. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,065
Previous 6,065
-0.0%
Holding current value
$372,754
Previous $378 Million
7.66%
% of portfolio
0.18%
Previous 0.18%
Shares
4 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