Shearwater Capital LLC American Centy ETF Tr Avantis Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
368Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$314 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$290 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio
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High Tower Advisors, LLC Chicago, IL2.41MShares$153 Million0.24% of portfolio