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 $272,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,111
Previous 4,451
7.64%
Holding current value
$272,435
Previous $298,000
15.44%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
437Shares Held
82.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$314 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$251 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$189 Million19.21% of portfolio