Cardinal Point Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 14,035 shares of AVDV stock, worth $974,871. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,035
Previous 7,435
88.77%
Holding current value
$974,871
Previous $411,000
99.51%
% of portfolio
0.25%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
344Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.17 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$555 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$414 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$179 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$163 Million9.46% of portfolio