Clear Point Advisors Inc. American Centy ETF Tr Avantis Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
A detailed history of Clear Point Advisors Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Clear Point Advisors Inc. holds 20,452 shares of AVDE stock, worth $1.34 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
20,452
Previous 21,292
3.95%
Holding current value
$1.34 Million
Previous $1.43 Billion
12.06%
% of portfolio
1.07%
Previous 1.1%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
435Shares Held
82MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$310 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$249 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$187 Million19.21% of portfolio