Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 6,303 shares of AVDV stock, worth $419,653. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,303
Previous 3,914
61.04%
Holding current value
$419,653
Previous $276,000
48.55%
% of portfolio
0.15%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
381Shares Held
81.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC9.88MShares$658 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$422 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$172 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$168 Million4.07% of portfolio