Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 65,773 shares of AVDV stock, worth $4.29 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
65,773
Previous 65,999
0.34%
Holding current value
$4.29 Million
Previous $4.12 Billion
5.03%
% of portfolio
3.77%
Previous 3.78%
Shares
2 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