Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 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 115,840 shares of AVDV stock, worth $7.66 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
115,840
Previous 103,749
11.65%
Holding current value
$7.66 Million
Previous $6.74 Billion
21.49%
% of portfolio
3.89%
Previous 3.82%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
384Shares Held
79.9MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$590 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$419 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$171 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$166 Million4.07% of portfolio