Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 98,182 shares of AVDE stock, worth $6.03 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
98,182
Previous 96,604
1.63%
Holding current value
$6.03 Million
Previous $6.01 Billion
4.77%
% of portfolio
3.14%
Previous 4.29%
Shares
4 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