Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $3.04 Billion
- Q2 2025
A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 421,957 shares of AVDV stock, worth $35.4 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
421,957
Previous 374,874
12.56%
Holding current value
$35.4 Million
Previous $26.4 Million
26.65%
% of portfolio
1.1%
Previous 0.92%
Shares
10 transactions
Others Institutions Holding AVDV
# of Institutions
504Shares Held
99.4MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$217 Million1.87% of portfolio