Bordeaux Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 4,000 shares of AVDV stock, worth $360,760. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$360,760
Previous $278,000
14.03%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
544Shares 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