Milestone Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 73,790 shares of AVDE stock, worth $4.93 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
73,790Holding current value
$4.93 Million% of portfolio
1.26%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
432Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$330 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio