Falcon Wealth Planning American Centy ETF Tr Avantis Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 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 252,740 shares of AVDV stock, worth $17.1 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
252,740
Previous 294,255
14.11%
Holding current value
$17.1 Million
Previous $19.4 Million
15.29%
% of portfolio
2.13%
Previous 3.07%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.14 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$541 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$404 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$175 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$159 Million9.46% of portfolio