Ariadne Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
A detailed history of Ariadne Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 83,118 shares of AVDE stock, worth $5.11 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
83,118
Previous 79,518
4.53%
Holding current value
$5.11 Million
Previous $4.95 Billion
9.21%
% of portfolio
2.94%
Previous 3.83%
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