Higgins & Schmidt Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $169 Billion
- Q1 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 70,334 shares of AVDV stock, worth $5.47 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
70,334
Previous 60,887
15.52%
Holding current value
$5.47 Million
Previous $3.96 Billion
23.79%
% of portfolio
2.9%
Previous 2.47%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.12 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$836 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$482 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$280 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$201 Million1.87% of portfolio