Cva Family Office, LLC American Centy ETF Tr Avantis Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
A detailed history of Cva Family Office, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cva Family Office, LLC holds 167,743 shares of AVDE stock, worth $10.9 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
167,743
Previous 149,074
12.52%
Holding current value
$10.9 Million
Previous $9.99 Million
3.02%
% of portfolio
1.66%
Previous 1.65%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
412Shares Held
78.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$297 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio