Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q1 2024
A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 73,360 shares of AVDV stock, worth $4.79 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
73,360
Previous 69,303
5.85%
Holding current value
$4.79 Million
Previous $4.33 Million
11.57%
% of portfolio
3.05%
Previous 3.53%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
335Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.07 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$478 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$363 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$148 Million1.69% of portfolio