Atwood & Palmer Inc American Centy ETF Tr Avantis Transaction History
Atwood & Palmer Inc
- $1.45 Billion
- Q3 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 649,578 shares of AVDE stock, worth $41.9 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
649,578
Previous 601,932
7.92%
Holding current value
$41.9 Million
Previous $37.5 Million
16.18%
% of portfolio
3.0%
Previous 2.87%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
349Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$371 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$306 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$293 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$159 Million0.27% of portfolio