Spire Wealth Management American Centy ETF Tr Avantis Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Spire Wealth Management holds 9 shares of AVDV stock, worth $700. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$700

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$63.74 - $71.96 $573 - $647	9 New	9 $0

Others Institutions Holding AVDV

# of Institutions

461

Shares Held

91M

Call Options Held

300

Put Options Held

100

Creative Planning Overland Park, KS

14.4M
Shares

$1.12 Billion
0.95% of portfolio
Savant Capital, LLC

10.7M
Shares

$836 Million
5.68% of portfolio
Jones Financial Companies Lllp

6.19M
Shares

$482 Million
0.39% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.6M
Shares

$280 Million
4.09% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$201 Million
1.87% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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