Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $234 Million
- Q1 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 4,257 shares of AVDV stock, worth $281,983. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,257
Previous 4,257
-0.0%
Holding current value
$281,983
Previous $266,000
5.26%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
335Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$485 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$369 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$150 Million1.69% of portfolio