First Ascent Asset Management, LLC American Centy ETF Tr Avantis Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 107,414 shares of AVDV stock, worth $7.28 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
107,414
Previous 102,541
4.75%
Holding current value
$7.28 Million
Previous $5.93 Billion
13.15%
% of portfolio
0.75%
Previous 0.77%
Shares
8 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