Smallwood Wealth Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 856 shares of AVDV stock, worth $62,077. This represents 0.04% of its overall portfolio holdings.
Number of Shares
856Holding current value
$62,077% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
459Shares Held
90.7MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.05 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$779 Million5.68% of portfolio
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Jones Financial Companies Lllp6.19MShares$449 Million0.14% of portfolio
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Buckingham Strategic Partners Saint Louis, MO3.6MShares$261 Million4.09% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$187 Million1.87% of portfolio