Wealthgarden F.S. LLC American Centy ETF Tr Avantis Transaction History
Wealthgarden F.S. LLC
- $107 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding AVDE
# of Institutions
387Shares Held
75.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$394 Million1.17% of portfolio
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Annex Advisory Services, LLC4.94MShares$318 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$294 Million0.61% of portfolio
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Ci Private Wealth, LLC Miami, FL2.93MShares$189 Million0.28% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.66MShares$171 Million17.59% of portfolio