Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 69,910 shares of AVDV stock, worth $4.92 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
69,910
Previous 65,773
6.29%
Holding current value
$4.92 Million
Previous $4.33 Billion
4.82%
% of portfolio
3.68%
Previous 3.77%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$562 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$420 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$166 Million9.46% of portfolio