Porter White Investment Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Porter White Investment Advisors, Inc.
- $233 Billion
- Q3 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 99,344 shares of AVDV stock, worth $8.73 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
99,344
Previous 100,731
1.38%
Holding current value
$8.73 Million
Previous $7.99 Billion
10.75%
% of portfolio
3.8%
Previous 3.72%
Shares
10 transactions
Others Institutions Holding AVDV
# of Institutions
523Shares Held
113MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp19.1MShares$1.67 Billion1.16% of portfolio
-
Creative Planning Overland Park, KS18.4MShares$1.62 Billion1.26% of portfolio
-
Savant Capital, LLC11.5MShares$1.01 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$335 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$227 Million1.87% of portfolio