Family Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Family Wealth Partners, LLC
- $250 Billion
- Q2 2025
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 125,485 shares of AVDV stock, worth $10.5 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
125,485
Previous 122,331
2.58%
Holding current value
$10.5 Million
Previous $8.53 Billion
16.61%
% of portfolio
3.98%
Previous 3.89%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
500Shares Held
98MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$217 Million1.87% of portfolio