Colonial River Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Colonial River Wealth Management, LLC
- $246 Million
- Q3 2025
A detailed history of Colonial River Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 4,629 shares of AVDV stock, worth $417,489. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,629
Previous 2,776
66.75%
Holding current value
$417,489
Previous $220,000
87.27%
% of portfolio
0.17%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
543Shares 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