Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 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 78,258 shares of AVDV stock, worth $5.15 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
78,258
Previous 47,399
65.1%
Holding current value
$5.15 Million
Previous $2.96 Billion
74.01%
% of portfolio
2.92%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.08 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$482 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$367 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$152 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$149 Million1.69% of portfolio