Apella Capital, LLC American Centy ETF Tr Avantis Transaction History
Apella Capital, LLC
- $2.18 Billion
- Q2 2024
A detailed history of Apella Capital, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Apella Capital, LLC holds 211,586 shares of AVDV stock, worth $14.2 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
211,586
Previous 201,258
5.13%
Holding current value
$14.2 Million
Previous $13.3 Million
3.68%
% of portfolio
0.63%
Previous 0.67%
Shares
13 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.1 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$490 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$372 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$154 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$151 Million1.69% of portfolio