Alpha Omega Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Alpha Omega Wealth Management LLC
- $565 Million
- Q3 2025
A detailed history of Alpha Omega Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 15,232 shares of AVDV stock, worth $1.37 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
15,232
Previous 15,232
-0.0%
Holding current value
$1.37 Million
Previous $1.36 Million
-0.0%
% of portfolio
0.24%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
537Shares Held
116MCall 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