Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $1.34 Trillion
- Q4 2025
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 2,935,460 shares of AVDE stock, worth $236 Million. This represents 18.02% of its overall portfolio holdings.
Number of Shares
2,935,460
Previous 2,808,323
4.53%
Holding current value
$236 Million
Previous $222 Billion
9.06%
% of portfolio
18.02%
Previous 17.71%
Shares
17 transactions
Others Institutions Holding AVDE
# of Institutions
574Shares Held
112MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% 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