Moisand Fitzgerald Tamayo, LLC American Centy ETF Tr Avantis Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 57,149 shares of AVDE stock, worth $3.78 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
57,149
Previous 56,138
1.8%
Holding current value
$3.78 Million
Previous $3.76 Million
6.78%
% of portfolio
0.52%
Previous 0.54%
Shares
21 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$327 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$302 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$176 Million17.59% of portfolio