Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $119 Billion
- Q1 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 58,091 shares of AVDV stock, worth $3.79 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
58,091
Previous 53,265
9.06%
Holding current value
$3.79 Million
Previous $3.33 Billion
14.94%
% of portfolio
3.21%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
335Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.07 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$478 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$363 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$148 Million1.69% of portfolio