Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 5,423 shares of AVDV stock, worth $417,896. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,423
Previous 6,010
9.77%
Holding current value
$417,896
Previous $424,000
16.98%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding AVDV
# of Institutions
461Shares Held
91MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS14.4MShares$1.11 Billion0.95% of portfolio
-
Savant Capital, LLC10.7MShares$828 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$477 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.6MShares$278 Million4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$199 Million1.87% of portfolio