Certified Advisory Corp American Centy ETF Tr Avantis Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Certified Advisory Corp holds 17,573 shares of AVDE stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,573
Previous 16,334
7.59%
Holding current value
$1.13 Million
Previous $1.09 Million
1.46%
% of portfolio
0.12%
Previous 0.12%
Shares
5 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
-
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, FL2.93MShares$189 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio