D'Orazio & Associates, Inc. American Centy ETF Tr Avantis Transaction History
D'Orazio & Associates, Inc.
- $619 Million
- Q1 2024
A detailed history of D'Orazio & Associates, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 143,251 shares of AVDV stock, worth $9.49 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
143,251
Previous 137,640
4.08%
Holding current value
$9.49 Million
Previous $8.6 Million
9.68%
% of portfolio
1.52%
Previous 1.54%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares 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$369 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