Optima Capital LLC American Centy ETF Tr Avantis Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Optima Capital LLC holds 153 shares of AVDV stock, worth $13,799. This represents 0.01% of its overall portfolio holdings.

Number of Shares

153

Holding current value

$13,799

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$87.37 - $90.92 $13,367 - $13,910	153 New	153 $14.4 Million

Others Institutions Holding AVDV

# of Institutions

553

Shares Held

117M

Call Options Held

4.1K

Put Options Held

Creative Planning Overland Park, KS

20.6M
Shares

$1.86 Billion
1.42% of portfolio
Jones Financial Companies Lllp

19.1M
Shares

$1.72 Billion
1.16% of portfolio
Savant Capital, LLC

11.5M
Shares

$1.04 Billion
5.76% of portfolio
Buckingham Strategic Partners Saint Louis, MO

4.04M
Shares

$365 Million
4.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$233 Million
1.87% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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