Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 12,873 shares of AVDV stock, worth $823,357. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,873Holding current value
$823,357% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.1 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$571 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$405 Million0.45% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$165 Million1.87% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$161 Million4.07% of portfolio