Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
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 1,267 shares of AVDV stock, worth $106,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,267
Previous 1,856
31.73%
Holding current value
$106,428
Previous $129,000
22.48%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
504Shares Held
99.4MCall Options Held
0Put Options Held
0-
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