Synergy Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Synergy Investment Management, LLC
- $262 Billion
- Q3 2025
A detailed history of Synergy Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Synergy Investment Management, LLC holds 3,633 shares of AVDV stock, worth $327,660. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,633Holding current value
$327,660% of portfolio
0.12%Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
538Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio