Quantum Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Quantum Financial Advisors, LLC
- $523 Million
- Q3 2025
A detailed history of Quantum Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 444,211 shares of AVDE stock, worth $35.6 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
444,211
Previous 429,142
3.51%
Holding current value
$35.6 Million
Previous $31.8 Million
10.35%
% of portfolio
6.7%
Previous 6.83%
Shares
14 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio