Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 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 18,816 shares of AVDE stock, worth $1.16 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,816
Previous 18,712
0.56%
Holding current value
$1.16 Million
Previous $1.17 Million
8.24%
% of portfolio
0.25%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$354 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$280 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$180 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$152 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$148 Million0.24% of portfolio