James Investment Research Inc American Centy ETF Tr Avantis Transaction History
James Investment Research Inc
- $765 Million
- Q1 2025
A detailed history of James Investment Research Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, James Investment Research Inc holds 4,208 shares of AVDV stock, worth $337,439. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,208
Previous 3,547
18.64%
Holding current value
$337,439
Previous $230,000
27.39%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding AVDV
# of Institutions
464Shares Held
90.5MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.16 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$861 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$496 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$289 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$207 Million1.87% of portfolio