Parcion Private Wealth LLC American Centy ETF Tr Avantis Transaction History
Parcion Private Wealth LLC
- $1.27 Billion
- Q4 2024
A detailed history of Parcion Private Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parcion Private Wealth LLC holds 5,390 shares of AVDE stock, worth $355,201. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,390
Previous 5,390
-0.0%
Holding current value
$355,201
Previous $361,000
8.59%
% of portfolio
0.03%
Previous 0.03%
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