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 $231,078. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,800Holding current value
$231,078% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
361Shares Held
67.1MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$350 Million14.0% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$277 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$178 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$146 Million0.24% of portfolio