Schulz Wealth, Ltd. American Centy ETF Tr Avantis Transaction History
Schulz Wealth, Ltd.
- $117 Billion
- Q1 2024
A detailed history of Schulz Wealth, Ltd. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 52,873 shares of AVDV stock, worth $3.5 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
52,873
Previous 45,468
16.29%
Holding current value
$3.5 Million
Previous $2.84 Billion
22.56%
% of portfolio
2.98%
Previous 2.72%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$485 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$369 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$150 Million1.69% of portfolio