Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 3,914 shares of AVDV stock, worth $264,782. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,914
Previous 3,914
-0.0%
Holding current value
$264,782
Previous $254,000
8.66%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
361Shares Held
74.6MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.14 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$604 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$429 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$175 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$159 Million9.46% of portfolio