Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,744,841 shares of AVDE stock, worth $306 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,744,841
Previous 59,821
7831.73%
Holding current value
$306 Million
Previous $3.81 Billion
90.69%
% of portfolio
0.21%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
349Shares Held
69.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$371 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$293 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$159 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$152 Million0.23% of portfolio