Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 16,670 shares of AVDV stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,670
Previous 12,873
29.5%
Holding current value
$1.18 Million
Previous $867 Million
22.8%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
429Shares Held
78.3MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$698 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$679 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$416 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio