Baker Ellis Asset Management LLC American Centy ETF Tr Avantis Transaction History
Baker Ellis Asset Management LLC
- $703 Million
- Q2 2025
A detailed history of Baker Ellis Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baker Ellis Asset Management LLC holds 15,830 shares of AVDV stock, worth $1.27 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,830
Previous 10,680
48.22%
Holding current value
$1.27 Million
Previous $752,000
66.89%
% of portfolio
0.18%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding AVDV
# of Institutions
480Shares Held
91.2MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.16 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$864 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$498 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$290 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$208 Million1.87% of portfolio