Cpwm, LLC American Centy ETF Tr Avantis Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cpwm, LLC holds 211,654 shares of AVDV stock, worth $14 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
211,654
Previous 106,452
98.83%
Holding current value
$14 Million
Previous $5.62 Million
79.02%
% of portfolio
0.95%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding AVDV
# of Institutions
335Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$485 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$368 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$150 Million1.69% of portfolio