Cooper/Haims Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cooper/Haims Advisors, LLC
- $179 Million
- Q3 2024
A detailed history of Cooper/Haims Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 6,482 shares of AVDE stock, worth $413,162. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,482
Previous 6,482
-0.0%
Holding current value
$413,162
Previous $403,000
7.69%
% of portfolio
0.24%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
373Shares Held
68.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$390 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio