Independent Advisor Alliance American Centy ETF Tr Avantis Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 2024
A detailed history of Independent Advisor Alliance transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Independent Advisor Alliance holds 9,019 shares of AVDV stock, worth $585,513. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,019
Previous 8,285
8.86%
Holding current value
$585,513
Previous $538,000
18.4%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.12 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$579 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$412 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$168 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$163 Million4.07% of portfolio