Baldrige Asset Management LLC American Centy ETF Tr Avantis Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Baldrige Asset Management LLC holds 11,628 shares of AVDV stock, worth $969,542. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,628
Previous 10,498
10.76%
Holding current value
$969,542
Previous $581,000
17.04%
% of portfolio
0.28%
Previous 0.26%
Shares
8 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