Able Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Able Wealth Management LLC holds 4,647 shares of AVDV stock, worth $306,097. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,647
Previous 5,689
18.32%
Holding current value
$306,097
Previous $370 Million
11.11%
% of portfolio
0.25%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
382Shares Held
80MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.13 Billion1.25% of portfolio
-
Savant Capital, LLC9.88MShares$651 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$418 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$170 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$166 Million4.07% of portfolio