Evensky & Katz LLC American Centy ETF Tr Avantis Transaction History
Evensky & Katz LLC
- $1.72 Billion
- Q3 2025
A detailed history of Evensky & Katz LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Evensky & Katz LLC holds 55,130 shares of AVDE stock, worth $4.42 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
55,130
Previous 60,880
9.44%
Holding current value
$4.42 Million
Previous $4.51 Million
3.46%
% of portfolio
0.25%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% 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