Clear Point Advisors Inc. American Centy ETF Tr Avantis Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 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 21,292 shares of AVDE stock, worth $1.31 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
21,292
Previous 21,241
0.24%
Holding current value
$1.31 Million
Previous $1.32 Billion
7.92%
% of portfolio
1.1%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio