Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 83,493 shares of AVDV stock, worth $6.32 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
83,493
Previous 75,775
10.19%
Holding current value
$6.32 Million
Previous $4.93 Billion
18.08%
% of portfolio
6.03%
Previous 5.0%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
459Shares Held
90.7MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.09 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$813 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$469 Million0.14% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$273 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$195 Million1.87% of portfolio