Capstone Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Capstone Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Capstone Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 20,092 shares of AVDV stock, worth $1.36 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
20,092Holding current value
$1.36 Million% of portfolio
1.28%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
388Shares Held
71.5MCall Options Held
0Put Options Held
200-
Savant Capital, LLC9.88MShares$667 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$428 Million0.45% of portfolio
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Jones Financial Companies Lllp5.89MShares$398 Million0.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$170 Million4.07% of portfolio