United Capital Financial Advisers, LLC American Centy ETF Tr Avantis Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,897 shares of AVDE stock, worth $327,364. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,897
Previous 4,897
-0.0%
Holding current value
$327,364
Previous $328,000
8.54%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVDE
# of Institutions
433Shares Held
81.7MCall 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