Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 2024
A detailed history of Family Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Family Wealth Partners, LLC holds 91,270 shares of AVDV stock, worth $5.84 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
91,270
Previous 88,703
2.89%
Holding current value
$5.84 Million
Previous $5.76 Billion
11.96%
% of portfolio
3.3%
Previous 2.99%
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