Cwa Asset Management Group, LLC American Centy ETF Tr Avantis Transaction History
Cwa Asset Management Group, LLC
- $2.05 Billion
- Q1 2025
A detailed history of Cwa Asset Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 8,086 shares of AVDE stock, worth $542,328. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,086
Previous 7,600
6.39%
Holding current value
$542,328
Previous $466,000
14.81%
% of portfolio
0.03%
Previous 0.02%
Shares
5 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$410 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$317 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$254 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