Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 139,956 shares of AVDV stock, worth $8.95 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
139,956
Previous 144,354
3.05%
Holding current value
$8.95 Million
Previous $9.38 Billion
5.49%
% of portfolio
6.41%
Previous 6.44%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.1 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$571 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$405 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$165 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$161 Million4.07% of portfolio