Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $210 Million
- Q1 2024
A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 9,375 shares of AVDV stock, worth $623,343. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,375
Previous 9,413
0.4%
Holding current value
$623,343
Previous $588,000
4.93%
% of portfolio
0.29%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70.3MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$487 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$370 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$151 Million1.69% of portfolio