Worth Pointe, LLC American Centy ETF Tr Avantis Transaction History
Worth Pointe, LLC
- $241 Million
- Q4 2024
A detailed history of Worth Pointe, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Worth Pointe, LLC holds 234,819 shares of AVRE stock, worth $9.78 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
234,819
Previous 238,403
1.5%
Holding current value
$9.78 Million
Previous $11.2 Million
12.41%
% of portfolio
4.08%
Previous 4.78%
Shares
12 transactions
Others Institutions Holding AVRE
# of Institutions
132Shares Held
10.1MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$49.5 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$31.8 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA366KShares$15.2 Million3.76% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.3 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.331KShares$13.8 Million4.84% of portfolio