Lauterbach Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lauterbach Financial Advisors, LLC
- $145 Million
- Q1 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 32,409 shares of AVDV stock, worth $2.15 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
32,409
Previous 15,086
114.83%
Holding current value
$2.15 Million
Previous $942,000
126.54%
% of portfolio
1.47%
Previous 0.69%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$485 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$369 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$150 Million1.69% of portfolio