Claris Advisors, LLC American Centy ETF Tr Avantis Transaction History
Claris Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Claris Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Claris Advisors, LLC holds 25,542 shares of AVDV stock, worth $1.71 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
25,542
Previous 19,943
28.08%
Holding current value
$1.71 Million
Previous $1.3 Million
39.38%
% of portfolio
0.92%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
358Shares Held
75.8MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.13 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$535 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$425 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$158 Million9.46% of portfolio