Capstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 20,092 shares of AVDV stock, worth $1.3 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
20,092Holding current value
$1.3 Million% of portfolio
1.28%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
377Shares Held
79.5MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.11 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$577 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$410 Million0.45% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$167 Million1.87% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$163 Million4.07% of portfolio