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 1,729,579 shares of AVUV stock, worth $143 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
1,729,579
Previous 1,751,825
1.27%
Holding current value
$143 Million
Previous $164 Million
5.47%
% of portfolio
1.73%
Previous 1.86%
Shares
17 transactions
Others Institutions Holding AVUV
# of Institutions
848Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$362 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio