Kaufman Rossin Wealth, LLC American Centy ETF Tr Avantis Transaction History
Kaufman Rossin Wealth, LLC
- $192 Billion
- Q4 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 167,100 shares of AVDV stock, worth $15.1 Million. This represents 8.18% of its overall portfolio holdings.
Number of Shares
167,100
Previous 166,041
0.64%
Holding current value
$15.1 Million
Previous $14.8 Billion
6.22%
% of portfolio
8.18%
Previous 8.09%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
543Shares Held
117MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio