Quantum Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Quantum Financial Advisors, LLC
- $398 Million
- Q1 2024
A detailed history of Quantum Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 158,124 shares of AVDV stock, worth $10.3 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
158,124
Previous 145,583
8.61%
Holding current value
$10.3 Million
Previous $9.1 Million
14.48%
% of portfolio
2.62%
Previous 3.28%
Shares
8 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