Lpl Financial LLC American Centy ETF Tr Avantis Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lpl Financial LLC holds 1,535,215 shares of AVDE stock, worth $102 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,535,215
Previous 1,356,991
13.13%
Holding current value
$102 Million
Previous $91 Million
3.58%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$314 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$251 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$189 Million19.21% of portfolio