Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $246 Million
- Q2 2024
A detailed history of Divergent Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Divergent Planning, LLC holds 441,760 shares of AVDV stock, worth $29.3 Million. This represents 11.68% of its overall portfolio holdings.
Number of Shares
441,760
Previous 432,279
2.19%
Holding current value
$29.3 Million
Previous $28.5 Million
0.78%
% of portfolio
11.68%
Previous 12.05%
Shares
9 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.11 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$529 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$395 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$171 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$156 Million9.46% of portfolio