Wedmont Private Capital American Centy ETF Tr Avantis Transaction History
Wedmont Private Capital
- $1.99 Billion
- Q1 2025
A detailed history of Wedmont Private Capital transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wedmont Private Capital holds 69,424 shares of AVDE stock, worth $4.56 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
69,424
Previous 75,132
7.6%
Holding current value
$4.56 Million
Previous $4.61 Million
0.65%
% of portfolio
0.23%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$310 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$249 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$187 Million19.21% of portfolio