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 $2.5 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
29,961
Previous 29,219
2.54%
Holding current value
$2.5 Million
Previous $2.04 Billion
16.57%
% of portfolio
1.62%
Previous 1.59%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
487Shares Held
95.4MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.53 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$916 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$516 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$317 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$215 Million1.87% of portfolio