Claris Advisors, LLC American Centy ETF Tr Avantis Transaction History
Claris Advisors, LLC
- $167 Million
- Q1 2024
A detailed history of Claris Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Claris Advisors, LLC holds 16,771 shares of AVDV stock, worth $1.09 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
16,771
Previous 10,902
53.83%
Holding current value
$1.09 Million
Previous $681,000
62.11%
% of portfolio
0.66%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
335Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.07 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$478 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$363 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$148 Million1.69% of portfolio