Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 3,496 shares of AVDV stock, worth $238,532. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,496
Previous 4,182
16.4%
Holding current value
$238,532
Previous $275,000
17.45%
% of portfolio
0.06%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$545 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$407 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$161 Million9.46% of portfolio