Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 21,339 shares of AVDE stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,339
Previous 18,816
13.41%
Holding current value
$1.36 Million
Previous $1.26 Million
3.81%
% of portfolio
0.25%
Previous 0.25%
Shares
6 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