Cypress Wealth Services, LLC American Centy ETF Tr Avantis Transaction History
Cypress Wealth Services, LLC
- $652 Million
- Q4 2025
A detailed history of Cypress Wealth Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,881 shares of AVDE stock, worth $311,450. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,881
Previous 3,881
-0.0%
Holding current value
$311,450
Previous $306,000
1.63%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
565Shares Held
111MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio