Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 5,566,819 shares of AVDV stock, worth $362 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,566,819
Previous 5,141,615
8.27%
Holding current value
$362 Million
Previous $321 Million
14.11%
% of portfolio
0.41%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares 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$476 Million5.58% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$147 Million1.69% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.84MShares$120 Million3.81% of portfolio