Capital Performance Advisors LLP American Centy ETF Tr Avantis Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
A detailed history of Capital Performance Advisors LLP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Performance Advisors LLP holds 35,944 shares of AVDV stock, worth $2.53 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
35,944
Previous 34,213
5.06%
Holding current value
$2.53 Million
Previous $2.42 Million
3.23%
% of portfolio
0.75%
Previous 0.74%
Shares
13 transactions
Others Institutions Holding AVDV
# of Institutions
433Shares Held
78.5MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio