Clear Perspectives Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 3,800 shares of AVDE stock, worth $249,318. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$249,318% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
424Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio