Tanglewood Legacy Advisors, LLC American Centy ETF Tr Avantis Transaction History
Tanglewood Legacy Advisors, LLC
- $234 Billion
- Q4 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 7,380 shares of AVDE stock, worth $484,201. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,380
Previous 7,380
-0.0%
Holding current value
$484,201
Previous $495 Million
8.44%
% of portfolio
0.19%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
424Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio