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 $976,105. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,017
Previous 5,710
162.99%
Holding current value
$976,105
Previous $382,000
141.1%
% of portfolio
0.19%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding AVDE
# of Institutions
399Shares Held
77.8MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$296 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio