Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 17,084 shares of AVDE stock, worth $1.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,084
Previous 16,790
1.75%
Holding current value
$1.1 Million
Previous $1.07 Million
0.84%
% of portfolio
0.37%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
68.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$371 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$306 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$293 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$160 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$159 Million0.27% of portfolio