Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 94,172 shares of AVDV stock, worth $6.63 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
94,172
Previous 74,771
25.95%
Holding current value
$6.63 Million
Previous $4.92 Million
24.21%
% of portfolio
0.28%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$562 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$420 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$166 Million9.46% of portfolio