Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,783 shares of AVDE stock, worth $250,699. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,783
Previous 4,541
16.69%
Holding current value
$250,699
Previous $304,000
23.68%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$314 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$251 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$189 Million19.21% of portfolio