Destination Wealth Management American Centy ETF Tr Avantis Transaction History
Destination Wealth Management
- $3.51 Billion
- Q3 2025
A detailed history of Destination Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Destination Wealth Management holds 3,559 shares of AVDV stock, worth $320,986. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,401
4.65%
Holding current value
$320,986
Previous $269,000
17.47%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
538Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio