Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 191,968 shares of AVDE stock, worth $12.7 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
191,968
Previous 176,522
8.75%
Holding current value
$12.7 Million
Previous $11.8 Million
0.43%
% of portfolio
2.17%
Previous 2.21%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
425Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$326 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$302 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio