Asset Dedication, LLC American Centy ETF Tr Avantis Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Asset Dedication, LLC holds 4,111 shares of AVDE stock, worth $274,820. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,111
Previous 4,451
7.64%
Holding current value
$274,820
Previous $298,000
15.44%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
432Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$330 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio