New England Capital Financial Advisors LLC American Centy ETF Tr Avantis Transaction History

New England Capital Financial Advisors LLC

$197 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$47.39 - $57.3 $995 - $1,203	21 New	21 $1.25 Million

Others Institutions Holding AVDV

# of Institutions

458

Shares Held

82.2M

Call Options Held

200

Put Options Held

500

Savant Capital, LLC

9.88M
Shares

$716 Million
5.23% of portfolio
Creative Planning Overland Park, KS

9.62M
Shares

$698 Million
0.61% of portfolio
Jones Financial Companies Lllp

5.89M
Shares

$427 Million
0.37% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.14M
Shares

$227 Million
3.72% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$187 Million
1.87% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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