Dowling & Yahnke LLC American Centy ETF Tr Avantis Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dowling & Yahnke LLC holds 73,837 shares of AVDV stock, worth $5.77 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
73,837
Previous 61,230
20.59%
Holding current value
$5.77 Million
Previous $3.23 Million
8.58%
% of portfolio
1.63%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.13 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$840 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$484 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$282 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$202 Million1.87% of portfolio