Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,890,241 shares of AVDE stock, worth $327 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
4,890,241
Previous 4,558,487
7.28%
Holding current value
$327 Million
Previous $280 Million
7.28%
% of portfolio
0.61%
Previous 0.61%
Shares
8 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
-
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
-
High Tower Advisors, LLC Chicago, IL2.45MShares$163 Million0.21% of portfolio