Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 20,621,860 shares of AVDV stock, worth $1.86 Billion. This represents 1.42% of its overall portfolio holdings.
Number of Shares
20,621,860
Previous 18,388,604
12.14%
Holding current value
$1.86 Billion
Previous $1.46 Billion
25.94%
% of portfolio
1.42%
Previous 1.26%
Shares
20 transactions
Others Institutions Holding AVDV
# of Institutions
536Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
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Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio
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Accredited Investors Inc.2.58MShares$233 Million12.85% of portfolio