Websterrogers Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Websterrogers Financial Advisors, LLC
- $281 Million
- Q4 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 9,200 shares of AVDV stock, worth $597,632. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,200
Previous 9,200
-0.0%
Holding current value
$597,632
Previous $650,000
8.0%
% of portfolio
0.21%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding AVDV
# of Institutions
378Shares Held
79.5MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.12 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$580 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$412 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$168 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$163 Million4.07% of portfolio