Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ae Wealth Management LLC
- $14.9 Billion
- Q4 2025
A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 24,750 shares of AVDV stock, worth $2.23 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,750
Previous 20,377
21.46%
Holding current value
$2.23 Million
Previous $1.81 Million
23.04%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
562Shares Held
118MCall 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