Michael A. Dubis Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 3,470 shares of AVDE stock, worth $226,001. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,470Holding current value
$226,001% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
405Shares Held
77.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$297 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio