Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 29,961 shares of AVDV stock, worth $2.67 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
29,961
Previous 29,219
2.54%
Holding current value
$2.67 Million
Previous $2.04 Billion
16.57%
% of portfolio
1.62%
Previous 1.59%
Shares
3 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