Private Trust CO Na American Centy ETF Tr Avantis Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
A detailed history of Private Trust CO Na transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Trust CO Na holds 11,205 shares of AVDE stock, worth $688,659. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,205
Previous 7,151
56.69%
Holding current value
$688,659
Previous $445,000
68.76%
% of portfolio
0.08%
Previous 0.05%
Shares
5 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