Alpha Omega Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Alpha Omega Wealth Management LLC
- $565 Million
- Q3 2025
A detailed history of Alpha Omega Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 15,232 shares of AVDV stock, worth $1.36 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
15,232
Previous 15,232
-0.0%
Holding current value
$1.36 Million
Previous $1.36 Million
-0.0%
% of portfolio
0.24%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
521Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.64 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$981 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$694 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$340 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$230 Million1.87% of portfolio