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 $20.2 Million. This represents 10.04% of its overall portfolio holdings.
Number of Shares
317,407
Previous 303,682
4.52%
Holding current value
$20.2 Million
Previous $18.9 Million
12.52%
% of portfolio
10.04%
Previous 12.3%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
368Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$314 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$290 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$153 Million0.24% of portfolio