Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $163 Billion
- Q1 2025
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 4,243 shares of AVDV stock, worth $326,413. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,243
Previous 3,852
10.15%
Holding current value
$326,413
Previous $251 Million
18.04%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
460Shares Held
90.8MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.11 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$826 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$476 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$277 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$198 Million1.87% of portfolio