Selective Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
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 6,451 shares of AVDV stock, worth $435,313. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,451
Previous 6,511
0.92%
Holding current value
$435,313
Previous $460,000
8.91%
% of portfolio
0.17%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
427Shares Held
78.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$667 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$649 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$398 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$212 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio