Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 37,167 shares of AVDV stock, worth $2.54 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
37,167
Previous 38,144
2.56%
Holding current value
$2.54 Million
Previous $2.51 Million
3.94%
% of portfolio
0.68%
Previous 0.7%
Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.15 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$545 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$407 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$161 Million9.46% of portfolio