Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,375 shares of AVDV stock, worth $761,215. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,375Holding current value
$761,215% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.15 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$597 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$424 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$168 Million4.07% of portfolio