Able Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 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 3,146 shares of AVDV stock, worth $221,667. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,146
Previous 4,647
32.3%
Holding current value
$221,667
Previous $328 Million
37.66%
% of portfolio
0.13%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
435Shares Held
78.7MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio