Capstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Capstone Wealth Management, LLC
- $114 Billion
- Q2 2025
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 29,179 shares of AVDV stock, worth $2.34 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
29,179
Previous 21,448
36.05%
Holding current value
$2.34 Million
Previous $1.5 Billion
54.65%
% of portfolio
2.03%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
464Shares Held
91.1MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.16 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$861 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$496 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$289 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$207 Million1.87% of portfolio