Beacon Capital Management, Inc. American Centy ETF Tr Avantis Transaction History
Beacon Capital Management, Inc.
- $2.32 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
389Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$293 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$218 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio