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 $493,352. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,380
Previous 7,380
-0.0%
Holding current value
$493,352
Previous $495 Million
8.44%
% of portfolio
0.19%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
432Shares Held
81.6MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$409 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$330 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$327 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$226 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$178 Million17.59% of portfolio