Lion Street Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lion Street Advisors, LLC
- $282 Million
- Q3 2024
A detailed history of Lion Street Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lion Street Advisors, LLC holds 15,958 shares of AVDE stock, worth $1.02 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
15,958
Previous 15,058
5.98%
Holding current value
$1.02 Million
Previous $937,000
14.09%
% of portfolio
0.38%
Previous 0.35%
Shares
4 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