Wealth Collab, LLC American Centy ETF Tr Avantis Transaction History
Wealth Collab, LLC
- $136 Billion
- Q1 2024
A detailed history of Wealth Collab, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Collab, LLC holds 72,922 shares of AVDV stock, worth $4.74 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
72,922
Previous 68,115
7.06%
Holding current value
$4.74 Million
Previous $4.26 Billion
12.83%
% of portfolio
3.54%
Previous 3.32%
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
-
Creative Planning Overland Park, KS5.57MShares$362 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$150 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$147 Million1.69% of portfolio