Wealth Shield Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 53,330 shares of AVDV stock, worth $3.45 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
53,330
Previous 52,580
1.43%
Holding current value
$3.45 Million
Previous $3.42 Million
10.34%
% of portfolio
0.52%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.11 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$577 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$410 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$167 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$163 Million4.07% of portfolio