Kathleen S. Wright Associates Inc. American Centy ETF Tr Avantis Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
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 $201,772. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,260
Previous 2,260
-0.0%
Holding current value
$201,772
Previous $179,000
12.29%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
511Shares Held
99.9MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.64 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$981 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$694 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$340 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$230 Million1.87% of portfolio