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 $765,936. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,628
Previous 10,498
10.76%
Holding current value
$765,936
Previous $581,000
17.04%
% of portfolio
0.28%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.08 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$482 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$367 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$152 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$149 Million1.69% of portfolio