Baldrige Asset Management LLC American Centy ETF Tr Avantis Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baldrige Asset Management LLC holds 1,683 shares of AVDE stock, worth $109,613. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,683
Previous 1,683
-0.0%
Holding current value
$109,613
Previous $90,000
6.67%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
412Shares Held
78.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$297 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio