Vista Capital Partners, Inc. American Centy ETF Tr Avantis Transaction History
Vista Capital Partners, Inc.
- $5.37 Billion
- Q4 2024
A detailed history of Vista Capital Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Capital Partners, Inc. holds 7,207 shares of AVDE stock, worth $460,239. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,207
Previous 7,934
9.16%
Holding current value
$460,239
Previous $531,000
16.76%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding AVDE
# of Institutions
382Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio