Retirement Income Solutions, Inc American Centy ETF Tr Avantis Transaction History
Retirement Income Solutions, Inc
- $486 Million
- Q4 2024
A detailed history of Retirement Income Solutions, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 15,017 shares of AVDE stock, worth $1.01 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,017
Previous 5,710
162.99%
Holding current value
$1.01 Million
Previous $382,000
141.1%
% of portfolio
0.19%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
430Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$413 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$333 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$308 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$228 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$179 Million17.59% of portfolio