Steward Partners Investment Advisory, LLC American Centy ETF Tr Avantis Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 213 shares of AVDV stock, worth $14,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
213
Previous 213
-0.0%
Holding current value
$14,354
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
364Shares Held
77MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.13 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$601 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$427 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$159 Million9.46% of portfolio