Shakespeare Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 4,207 shares of AVDV stock, worth $290,409. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,207Holding current value
$290,409% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
422Shares Held
77.9MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$682 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$664 Million0.61% of portfolio
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Jones Financial Companies Lllp5.89MShares$407 Million0.37% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.14MShares$216 Million3.72% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$178 Million1.87% of portfolio