Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 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 195 shares of AVRE stock, worth $8,334. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195
Previous 990
80.3%
Holding current value
$8,334
Previous $40.8 Million
79.98%
% of portfolio
0.0%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding AVRE
# of Institutions
129Shares Held
9.8MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$50.8 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$32.6 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA365KShares$15.6 Million3.15% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.6 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.322KShares$13.7 Million4.63% of portfolio