Rialto Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 80,355 shares of AVDV stock, worth $5.66 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
80,355
Previous 70,406
14.13%
Holding current value
$5.66 Million
Previous $4.58 Billion
99.88%
% of portfolio
1.85%
Previous 1.51%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
435Shares Held
78.7MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio