Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 25,340 shares of AVDV stock, worth $1.72 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
25,340
Previous 24,385
3.92%
Holding current value
$1.72 Million
Previous $1.61 Billion
11.51%
% of portfolio
1.03%
Previous 1.09%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
426Shares Held
78.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$670 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$653 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$400 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$213 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$175 Million1.87% of portfolio