Synergy Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 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 21,612 shares of AVDV stock, worth $1.7 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
21,612
Previous 42,174
48.76%
Holding current value
$1.7 Million
Previous $2.74 Billion
45.09%
% of portfolio
0.63%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.14 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$847 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$488 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$284 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$203 Million1.87% of portfolio