Morling Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
A detailed history of Morling Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 30 shares of AVDV stock, worth $2,635. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30Holding current value
$2,635% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
523Shares Held
113MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp19.1MShares$1.67 Billion1.16% of portfolio
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Creative Planning Overland Park, KS18.4MShares$1.62 Billion1.26% of portfolio
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Savant Capital, LLC11.5MShares$1.01 Billion5.76% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.81MShares$335 Million4.3% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$227 Million1.87% of portfolio