Capstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 20,092 shares of AVDV stock, worth $1.38 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
20,092Holding current value
$1.38 Million% of portfolio
1.28%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
422Shares Held
77.9MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$680 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$662 Million0.61% of portfolio
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Jones Financial Companies Lllp5.89MShares$405 Million0.37% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.14MShares$216 Million3.72% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$177 Million1.87% of portfolio