Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 166,123 shares of AVDV stock, worth $11 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
166,123
Previous 144,693
14.81%
Holding current value
$11 Million
Previous $10.2 Million
5.73%
% of portfolio
0.27%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding AVDV
# of Institutions
383Shares Held
79.9MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$593 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$421 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$171 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$167 Million4.07% of portfolio