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 2,580,173 shares of AVDV stock, worth $197 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
2,580,173
Previous 2,264,571
13.94%
Holding current value
$197 Million
Previous $149 Million
12.36%
% of portfolio
1.87%
Previous 1.69%
Shares
18 transactions
Others Institutions Holding AVDV
# of Institutions
459Shares Held
90.7MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.1 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$821 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$474 Million0.14% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$275 Million4.09% of portfolio
-
Accredited Investors Inc.2.48MShares$190 Million10.77% of portfolio