Swmg, LLC American Centy ETF Tr Avantis Transaction History

Swmg, LLC

$279 Million
Q2 2025

A detailed history of Swmg, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Swmg, LLC holds 2,779 shares of AVDV stock, worth $242,801. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,779

Holding current value

$242,801

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$61.76 - $79.32 $171,631 - $220,430	2,779 New	2,779 $220,000

Others Institutions Holding AVDV

# of Institutions

506

Shares Held

99.5M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

18.4M
Shares

$1.61 Billion
1.26% of portfolio
Savant Capital, LLC

11M
Shares

$960 Million
5.68% of portfolio
Jones Financial Companies Lllp

7.78M
Shares

$679 Million
0.47% of portfolio
Buckingham Strategic Partners Saint Louis, MO

3.81M
Shares

$333 Million
4.3% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$225 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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