Rialto Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 80,355 shares of AVDV stock, worth $6.38 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
80,355
Previous 70,406
14.13%
Holding current value
$6.38 Million
Previous $4.58 Billion
99.88%
% of portfolio
1.85%
Previous 1.51%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.15 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$852 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$491 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$286 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$205 Million1.87% of portfolio