Cornerstone Capital, Inc. American Centy ETF Tr Avantis Transaction History
Cornerstone Capital, Inc.
- $940 Million
- Q4 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 $901,824. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,420
Previous 13,420
-0.0%
Holding current value
$901,824
Previous $899,000
8.45%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
438Shares Held
82.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$411 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$318 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$255 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$191 Million19.21% of portfolio