Kathleen S. Wright Associates Inc. American Centy ETF Tr Avantis Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,260 shares of AVDV stock, worth $155,262. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,260Holding current value
$155,262% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$549 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$410 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$177 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$162 Million9.46% of portfolio