Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 52,585 shares of AVDE stock, worth $3.53 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
52,585
Previous 51,794
1.53%
Holding current value
$3.53 Million
Previous $3.47 Billion
7.04%
% of portfolio
2.02%
Previous 2.25%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
438Shares Held
82.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$411 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$318 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$255 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$191 Million19.21% of portfolio