Haverford Trust CO American Centy ETF Tr Avantis Transaction History
Haverford Trust CO
- $9.48 Billion
- Q2 2024
A detailed history of Haverford Trust CO transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Haverford Trust CO holds 1,631,479 shares of AVDV stock, worth $111 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
1,631,479
Previous 1,619,214
0.76%
Holding current value
$111 Million
Previous $107 Million
0.63%
% of portfolio
1.12%
Previous 1.12%
Shares
6 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