Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Family Wealth Partners, LLC holds 114,359 shares of AVDV stock, worth $8.06 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
114,359
Previous 91,270
25.3%
Holding current value
$8.06 Million
Previous $6.45 Billion
15.39%
% of portfolio
3.54%
Previous 3.3%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
435Shares Held
78.6MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio