Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $313 Million
- Q2 2025
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 7,022 shares of AVDV stock, worth $631,488. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,022
Previous 6,103
15.06%
Holding current value
$631,488
Previous $425,000
30.82%
% of portfolio
0.18%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding AVDV
# of Institutions
505Shares Held
99.5MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS18.4MShares$1.65 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$988 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$699 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$342 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$232 Million1.87% of portfolio