Gradient Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
A detailed history of Gradient Capital Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 20,755 shares of AVDV stock, worth $1.37 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
20,755
Previous 21,179
2.0%
Holding current value
$1.37 Million
Previous $1.38 Million
6.62%
% of portfolio
0.49%
Previous 0.5%
Shares
16 transactions
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.13 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$588 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$418 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$170 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$166 Million4.07% of portfolio