Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 169,806 shares of AVDV stock, worth $10.9 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
169,806
Previous 62,464
171.85%
Holding current value
$10.9 Million
Previous $4.06 Million
195.79%
% of portfolio
4.27%
Previous 1.56%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.1 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$571 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$405 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$165 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$161 Million4.07% of portfolio