Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 597,099 shares of AVDE stock, worth $36.7 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
597,099
Previous 575,025
3.84%
Holding current value
$36.7 Million
Previous $35.8 Million
11.79%
% of portfolio
6.06%
Previous 5.9%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio