Atwood & Palmer Inc American Centy ETF Tr Avantis Transaction History
Atwood & Palmer Inc
- $1.43 Billion
- Q4 2024
A detailed history of Atwood & Palmer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atwood & Palmer Inc holds 690,441 shares of AVDE stock, worth $44.1 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
690,441
Previous 649,578
6.29%
Holding current value
$44.1 Million
Previous $43.5 Million
2.68%
% of portfolio
2.95%
Previous 3.0%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
380Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
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