U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.48 Billion
- Q4 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 24,958 shares of AVDE stock, worth $2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
24,958
Previous 13,276
87.99%
Holding current value
$2 Million
Previous $1.05 Million
91.21%
% of portfolio
0.06%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
565Shares Held
111MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio