Uma Financial Services, Inc. American Centy ETF Tr Avantis Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Uma Financial Services, Inc. holds 70 shares of AVDE stock, worth $5,617. This represents 0.0% of its overall portfolio holdings.
Number of Shares
70
Previous 70
-0.0%
Holding current value
$5,617
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
556Shares Held
110MCall 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