Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 192,956 shares of AVRE stock, worth $8.74 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
192,956
Previous 185,640
3.94%
Holding current value
$8.74 Million
Previous $7.65 Million
18.86%
% of portfolio
3.45%
Previous 3.18%
Shares
6 transactions
Others Institutions Holding AVRE
# of Institutions
110Shares Held
8.93MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.07MShares$48.4 Million0.82% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$33.1 Million4.3% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA386KShares$17.5 Million4.42% of portfolio
-
Physician Wealth Solutions Inc. North Las Vegas, NV311KShares$14.1 Million7.07% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL295KShares$13.4 Million0.8% of portfolio