Lji Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Lji Wealth Management, LLC
- $502 Billion
- Q1 2025
A detailed history of Lji Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,778 shares of AVDV stock, worth $286,032. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,778
Previous 3,482
8.5%
Holding current value
$286,032
Previous $227 Million
16.27%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
459Shares Held
90.7MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.09 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$813 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$469 Million0.14% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$273 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$195 Million1.87% of portfolio