Austin Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Austin Wealth Management, LLC
- $427 Billion
- Q2 2024
A detailed history of Austin Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Austin Wealth Management, LLC holds 9,031 shares of AVDV stock, worth $635,782. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,031
Previous 8,070
11.91%
Holding current value
$635,782
Previous $541 Million
12.01%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$562 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$420 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$166 Million9.46% of portfolio