Approach Retirement Advisors, LLC American Centy ETF Tr Avantis Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 3,424 shares of AVDV stock, worth $308,810. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,424Holding current value
$308,810% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
559Shares Held
118MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
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Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
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Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
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Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio