Htg Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 224,677 shares of AVDE stock, worth $14.3 Million. This represents 7.11% of its overall portfolio holdings.
Number of Shares
224,677
Previous 201,842
11.31%
Holding current value
$14.3 Million
Previous $12.6 Billion
19.84%
% of portfolio
7.11%
Previous 6.77%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
370Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$154 Million0.24% of portfolio