Bright Futures Wealth Management, Llc. American Centy ETF Tr Avantis Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 49,808 shares of AVDV stock, worth $3.37 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
49,808
Previous 50,044
0.47%
Holding current value
$3.37 Million
Previous $3.25 Million
8.28%
% of portfolio
1.78%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
358Shares Held
76.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.14 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$604 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$429 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$175 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$159 Million9.46% of portfolio