Nicholson Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Nicholson Wealth Management Group, LLC
- $122 Billion
- Q3 2024
A detailed history of Nicholson Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Nicholson Wealth Management Group, LLC holds 38,574 shares of AVDE stock, worth $2.49 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
38,574Holding current value
$2.49 Million% of portfolio
2.12%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
379Shares Held
74.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio