Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 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 89,442 shares of AVDV stock, worth $7.86 Million. This represents 6.39% of its overall portfolio holdings.
Number of Shares
89,442
Previous 83,493
7.13%
Holding current value
$7.86 Million
Previous $5.82 Billion
21.78%
% of portfolio
6.39%
Previous 6.03%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
505Shares Held
99.4MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.62 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$965 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$684 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$335 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$227 Million1.87% of portfolio