Global Retirement Partners, LLC American Centy ETF Tr Avantis Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Global Retirement Partners, LLC holds 60 shares of AVDV stock, worth $4,103. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$4,103
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
361Shares Held
77MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$610 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$434 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$161 Million9.46% of portfolio