Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 575 shares of AVDE stock, worth $35,443. This represents 0.03% of its overall portfolio holdings.
Number of Shares
575
Previous 570
0.88%
Holding current value
$35,443
Previous $35.5 Million
8.61%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$355 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$281 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$181 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$153 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio