Bordeaux Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 4,000 shares of AVDV stock, worth $265,920. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$265,920
Previous $259,000
8.88%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$593 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$421 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$172 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$167 Million4.07% of portfolio