Parkshore Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Parkshore Wealth Management, Inc.
- $172 Billion
- Q1 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 82,955 shares of AVDV stock, worth $6.49 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
82,955
Previous 79,731
4.04%
Holding current value
$6.49 Million
Previous $5.19 Billion
11.49%
% of portfolio
3.36%
Previous 3.12%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.13 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$840 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$484 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$282 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$202 Million1.87% of portfolio