Cornerstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 85,966 shares of AVDE stock, worth $5.75 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
85,966
Previous 35,617
141.36%
Holding current value
$5.75 Million
Previous $2.39 Million
120.99%
% of portfolio
0.37%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
432Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$330 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio