Buckingham Strategic Wealth, LLC American Centy ETF Tr Avantis Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 120,514 shares of AVDE stock, worth $7.94 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
120,514
Previous 108,787
10.78%
Holding current value
$7.94 Million
Previous $6.93 Million
8.21%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
417Shares Held
80.2MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$403 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$325 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$300 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$223 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$175 Million17.59% of portfolio