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 $242,250. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$242,250% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$367 Million14.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$302 Million0.21% of portfolio
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Wealth Enhancement Advisory Services, LLC4.55MShares$290 Million0.69% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
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Ci Private Wealth, LLC Miami, FL2.47MShares$157 Million0.27% of portfolio