Cornerstone Capital, Inc. American Centy ETF Tr Avantis Transaction History
Cornerstone Capital, Inc.
- $1.06 Billion
- Q3 2024
A detailed history of Cornerstone Capital, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Capital, Inc. holds 13,420 shares of AVDE stock, worth $855,525. This represents 0.08% of its overall portfolio holdings.
Number of Shares
13,420
Previous 6,487
106.88%
Holding current value
$855,525
Previous $403,000
123.08%
% of portfolio
0.08%
Previous 0.04%
Shares
2 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
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$302 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$290 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$158 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$157 Million0.27% of portfolio