Assetmark, Inc American Centy ETF Tr Avantis Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

A detailed history of Assetmark, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Assetmark, Inc holds 51 shares of AVDV stock, worth $3,390. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,390

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$62.52 - $71.12 $3,188 - $3,627	51 New	51 $3,000
Q4 2023 Feb 09, 2024	BUY	$54.34 - $62.7 $217 - $250	4 New	4 $0

Others Institutions Holding AVDV

# of Institutions

374

Shares Held

78.3M

Call Options Held

Put Options Held

200

Jones Financial Companies Lllp

17.2M
Shares

$1.14 Billion
1.25% of portfolio
Savant Capital, LLC

8.92M
Shares

$593 Million
5.37% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$421 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$172 Million
1.87% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.52M
Shares

$167 Million
4.07% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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