Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 6,339,510 shares of AVDV stock, worth $410 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
6,339,510
Previous 5,962,208
6.33%
Holding current value
$410 Million
Previous $387 Million
15.69%
% of portfolio
0.45%
Previous 0.41%
Shares
16 transactions
Others Institutions Holding AVDV
# of Institutions
375Shares Held
78.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.11 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$577 Million5.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$167 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$163 Million4.07% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$152 Million9.69% of portfolio