Cedar Brook Financial Partners, LLC American Centy ETF Tr Avantis Transaction History
Cedar Brook Financial Partners, LLC
- $497 Million
- Q1 2024
A detailed history of Cedar Brook Financial Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cedar Brook Financial Partners, LLC holds 5,134 shares of AVDV stock, worth $338,176. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,134
Previous 5,169
0.68%
Holding current value
$338,176
Previous $323,000
4.64%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.08 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$482 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$367 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$152 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$149 Million1.69% of portfolio