Parkshore Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 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 68,897 shares of AVDV stock, worth $6.15 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
68,897
Previous 82,955
16.95%
Holding current value
$6.15 Million
Previous $5.79 Billion
5.59%
% of portfolio
2.67%
Previous 3.36%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
521Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.64 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$981 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$694 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$340 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$230 Million1.87% of portfolio