Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 140,912 shares of AVDV stock, worth $9.15 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
140,912
Previous 116,891
20.55%
Holding current value
$9.15 Million
Previous $6.76 Billion
37.24%
% of portfolio
6.57%
Previous 6.25%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
336Shares Held
70.1MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.07 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$476 Million5.58% of portfolio
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Creative Planning Overland Park, KS5.57MShares$362 Million0.41% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$147 Million1.69% of portfolio