Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 9,309 shares of AVSD stock, worth $614,580. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,309
Previous 11,424
18.51%
Holding current value
$614,580
Previous $636,000
12.26%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.3 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.5 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.87 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.51 Million0.17% of portfolio