Operose Advisors LLC American Centy ETF Tr Avantis Transaction History
Operose Advisors LLC
- $292 Million
- Q4 2024
A detailed history of Operose Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Operose Advisors LLC holds 125 shares of AVDE stock, worth $8,237. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 125
-0.0%
Holding current value
$8,237
Previous $8,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio