Stegent Equity Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 16,951 shares of AVDV stock, worth $1.18 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
16,951
Previous 37,607
54.93%
Holding current value
$1.18 Million
Previous $2.44 Million
50.98%
% of portfolio
1.54%
Previous 2.98%
Shares
8 transactions
Others Institutions Holding AVDV
# of Institutions
349Shares Held
75.5MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.17 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$554 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$440 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$179 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$163 Million9.46% of portfolio