Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 35,782 shares of AVDV stock, worth $2.38 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
35,782
Previous 45,689
21.68%
Holding current value
$2.38 Million
Previous $2.86 Million
17.48%
% of portfolio
0.54%
Previous 0.65%
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