Betterment LLC American Centy ETF Tr Avantis Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
A detailed history of Betterment LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Betterment LLC holds 10,388 shares of AVDE stock, worth $668,467. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,388
Previous 5,723
81.51%
Holding current value
$668,467
Previous $356,000
95.51%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
393Shares Held
76.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$293 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$218 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio