Caprock Group, Inc. American Centy ETF Tr Avantis Transaction History

Caprock Group, Inc.

$3.21 Billion
Q1 2025

A detailed history of Caprock Group, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caprock Group, Inc. holds 9,123 shares of AVDV stock, worth $814,501. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,123

Holding current value

$814,501

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$63.74 - $71.96 $581,500 - $656,491	9,123 New	9,123 $636,000

Others Institutions Holding AVDV

# of Institutions

521

Shares Held

101M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

18.4M
Shares

$1.64 Billion
1.26% of portfolio
Savant Capital, LLC

11M
Shares

$981 Million
5.68% of portfolio
Jones Financial Companies Lllp

7.78M
Shares

$694 Million
0.47% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.81M
Shares

$340 Million
4.3% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$230 Million
1.87% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caprock Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caprock Group, Inc. with notifications on news.

Account