Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 317,407 shares of AVDE stock, worth $20.5 Million. This represents 10.04% of its overall portfolio holdings.
Number of Shares
317,407
Previous 303,682
4.52%
Holding current value
$20.5 Million
Previous $18.9 Million
12.52%
% of portfolio
10.04%
Previous 12.3%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.4MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$373 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$307 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$295 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$160 Million0.27% of portfolio