Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 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 88,703 shares of AVDV stock, worth $6.22 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
88,703
Previous 78,258
13.35%
Holding current value
$6.22 Million
Previous $5.15 Billion
11.78%
% of portfolio
2.99%
Previous 2.92%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
344Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$560 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$418 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$181 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$165 Million9.46% of portfolio