Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.15 Trillion
- Q2 2024
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 57,632 shares of AVDV stock, worth $3.86 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
57,632Holding current value
$3.86 Million% of portfolio
0.17%Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
358Shares Held
75.8MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.12 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$535 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$424 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$157 Million9.46% of portfolio