Kathleen S. Wright Associates Inc. American Centy ETF Tr Avantis Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 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 $151,239. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,260
Previous 2,260
-0.0%
Holding current value
$151,239
Previous $146,000
8.9%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.15 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$597 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$424 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$168 Million4.07% of portfolio