Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History
Squire Investment Management Company, LLC
- $176 Billion
- Q2 2024
A detailed history of Squire Investment Management Company, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 103,749 shares of AVDV stock, worth $6.94 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
103,749
Previous 80,839
28.34%
Holding current value
$6.94 Million
Previous $5.32 Billion
26.57%
% of portfolio
3.82%
Previous 3.35%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
358Shares Held
75.8MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.12 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$535 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$424 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$157 Million9.46% of portfolio