Aveo Capital Partners, LLC American Centy ETF Tr Avantis Transaction History
Aveo Capital Partners, LLC
- $844 Million
- Q2 2024
A detailed history of Aveo Capital Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 87,610 shares of AVDV stock, worth $5.99 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
87,610
Previous 84,299
3.93%
Holding current value
$5.99 Million
Previous $5.55 Million
2.5%
% of portfolio
0.67%
Previous 0.63%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
361Shares Held
77MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$610 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$434 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$161 Million9.46% of portfolio