Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
A detailed history of Ci Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,933,995 shares of AVDE stock, worth $187 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,933,995
Previous 2,469,149
18.83%
Holding current value
$187 Million
Previous $154 Million
27.93%
% of portfolio
0.28%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
366Shares 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
-
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
-
Wms Partners, LLC1.86MShares$118 Million7.32% of portfolio