Buckingham Strategic Wealth, LLC American Centy ETF Tr Avantis Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 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 2,264,571 shares of AVDV stock, worth $147 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
2,264,571
Previous 1,732,796
30.69%
Holding current value
$147 Million
Previous $108 Million
37.74%
% of portfolio
1.69%
Previous 1.39%
Shares
17 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.07 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$476 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$362 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.84MShares$120 Million3.81% of portfolio