Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Falcon Wealth Planning holds 246,812 shares of AVDV stock, worth $17.1 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
246,812
Previous 235,194
4.94%
Holding current value
$17.1 Million
Previous $16.6 Million
3.36%
% of portfolio
1.98%
Previous 2.08%
Shares
9 transactions
Others Institutions Holding AVDV
# of Institutions
427Shares Held
78.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$686 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$668 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$409 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$218 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$179 Million1.87% of portfolio