Visionary Wealth Advisors American Centy ETF Tr Avantis Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Visionary Wealth Advisors holds 112,483 shares of AVDE stock, worth $7.38 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
112,483
Previous 110,910
1.42%
Holding current value
$7.38 Million
Previous $7.43 Million
7.14%
% of portfolio
0.43%
Previous 0.47%
Shares
13 transactions
Others Institutions Holding AVDE
# of Institutions
424Shares Held
81.2MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$324 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$299 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$174 Million17.59% of portfolio