Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capasso Planning Partners LLC holds 66,923 shares of AVDV stock, worth $4.35 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
66,923
Previous 64,935
3.06%
Holding current value
$4.35 Million
Previous $4.06 Million
8.63%
% of portfolio
1.84%
Previous 1.91%
Shares
10 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 Wealth, LLC Clayton, MO2.26MShares$147 Million1.69% of portfolio