Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,022 shares of AVRE stock, worth $44,722. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,022
Previous 1,035
1.26%
Holding current value
$44,722
Previous $43.8 Million
10.12%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVRE
# of Institutions
126Shares Held
9.73MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$52 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.4 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$16 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$15 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$14.1 Million4.63% of portfolio