Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Selective Wealth Management, Inc.
- $332 Million
- Q4 2025
A detailed history of Selective Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 7,947 shares of AVDV stock, worth $716,739. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,947
Previous 7,957
0.13%
Holding current value
$716,739
Previous $708,000
1.13%
% of portfolio
0.22%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding AVDV
# of Institutions
544Shares Held
117MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio