Bordeaux Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 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 $269,400. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$269,400
Previous $260,000
-0.0%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
390Shares Held
71.4MCall Options Held
0Put Options Held
200-
Savant Capital, LLC9.88MShares$665 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$427 Million0.45% of portfolio
-
Jones Financial Companies Lllp5.89MShares$397 Million0.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$169 Million4.07% of portfolio