Telos Capital Management, Inc. American Centy ETF Tr Avantis Transaction History
Telos Capital Management, Inc.
- $894 Million
- Q1 2025
A detailed history of Telos Capital Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Telos Capital Management, Inc. holds 51,775 shares of AVDV stock, worth $4.03 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
51,775
Previous 50,010
3.53%
Holding current value
$4.03 Million
Previous $3.25 Million
10.94%
% of portfolio
0.4%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.12 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$836 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$482 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$280 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$201 Million1.87% of portfolio