Paul R. Ried Financial Group, LLC American Centy ETF Tr Avantis Transaction History
Paul R. Ried Financial Group, LLC
- $143 Billion
- Q4 2024
A detailed history of Paul R. Ried Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Paul R. Ried Financial Group, LLC holds 40,594 shares of AVDE stock, worth $2.59 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
40,594Holding current value
$2.59 Million% of portfolio
1.75%Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
382Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio