Bordeaux Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 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 $264,960. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,500
11.11%
Holding current value
$264,960
Previous $281,000
6.41%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$485 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$369 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$150 Million1.69% of portfolio