Wealth Shield Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,400 shares of AVDE stock, worth $92,260. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,400
Previous 2,400
41.67%
Holding current value
$92,260
Previous $160,000
46.88%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio