Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Iag Wealth Partners, LLC
- $570 Million
- Q1 2025
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 217,776 shares of AVDE stock, worth $14.6 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
217,776
Previous 191,968
13.44%
Holding current value
$14.6 Million
Previous $11.8 Million
22.5%
% of portfolio
2.53%
Previous 2.17%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
438Shares Held
82.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$411 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$318 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$255 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$191 Million19.21% of portfolio