Dowling & Yahnke LLC American Centy ETF Tr Avantis Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dowling & Yahnke LLC holds 30,432 shares of AVDE stock, worth $1.98 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
30,432
Previous 11,452
165.74%
Holding current value
$1.98 Million
Previous $584,000
137.67%
% of portfolio
0.65%
Previous 0.03%
Shares
2 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