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 $217 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
$217 Million
Previous $149 Million
12.36%
% of portfolio
1.87%
Previous 1.69%
Shares
18 transactions
Others Institutions Holding AVDV
# of Institutions
503Shares Held
99.4MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Accredited Investors Inc.2.49MShares$209 Million11.71% of portfolio