Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 101,510 shares of AVDE stock, worth $6.24 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
101,510
Previous 98,998
2.54%
Holding current value
$6.24 Million
Previous $6.16 Million
10.4%
% of portfolio
0.19%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio