Synergy Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Synergy Investment Management, LLC holds 21,612 shares of AVDV stock, worth $1.57 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
21,612
Previous 42,174
48.76%
Holding current value
$1.57 Million
Previous $2.74 Billion
45.09%
% of portfolio
0.63%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
460Shares Held
81.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$716 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$698 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$427 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$227 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$187 Million1.87% of portfolio