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 $365,944. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,423
Previous 6,010
9.77%
Holding current value
$365,944
Previous $424,000
16.98%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding AVDV
# of Institutions
427Shares Held
78.2MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$667 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$649 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$398 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$212 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio