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 $382,104. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,423
Previous 6,010
9.77%
Holding current value
$382,104
Previous $424,000
16.98%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding AVDV
# of Institutions
435Shares Held
78.7MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio