Delap Wealth Advisory, LLC American Centy ETF Tr Avantis Transaction History
Delap Wealth Advisory, LLC
- $217 Billion
- Q2 2024
A detailed history of Delap Wealth Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 166,430 shares of AVDV stock, worth $11.7 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
166,430
Previous 81,168
105.04%
Holding current value
$11.7 Million
Previous $5.35 Billion
102.21%
% of portfolio
4.97%
Previous 2.16%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$562 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$420 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$166 Million9.46% of portfolio