Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 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 6,010 shares of AVDV stock, worth $399,965. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,010
Previous 6,046
0.6%
Holding current value
$399,965
Previous $392,000
8.16%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$594 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$422 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$172 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$167 Million4.07% of portfolio