Kathleen S. Wright Associates Inc. American Centy ETF Tr Avantis Transaction History
Kathleen S. Wright Associates Inc.
- $247 Million
- Q1 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 $163,895. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,260
Previous 2,260
-0.0%
Holding current value
$163,895
Previous $147,000
6.8%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
458Shares Held
82.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$716 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$698 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$427 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$227 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$187 Million1.87% of portfolio