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 $393,275. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,423
Previous 6,010
9.77%
Holding current value
$393,275
Previous $424,000
16.98%
% of portfolio
0.12%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding AVDV
# of Institutions
458Shares Held
84.6MCall Options Held
200Put Options Held
500-
Savant Capital, LLC10.7MShares$779 Million5.68% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$698 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$427 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$227 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$187 Million1.87% of portfolio