Ci Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ci Private Wealth, LLC holds 704,609 shares of AVDV stock, worth $50.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
704,609
Previous 263,902
167.0%
Holding current value
$50.1 Million
Previous $17.4 Million
163.31%
% of portfolio
0.08%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.19 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$568 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$424 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$184 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$167 Million9.46% of portfolio