Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $191 Billion
- Q4 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 65,500 shares of AVDE stock, worth $4.38 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
65,500
Previous 69,286
5.46%
Holding current value
$4.38 Million
Previous $4.64 Billion
13.45%
% of portfolio
2.1%
Previous 2.35%
Shares
5 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
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio