Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 9,618,979 shares of AVDV stock, worth $655 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
9,618,979
Previous 6,339,510
51.73%
Holding current value
$655 Million
Previous $448 Million
39.73%
% of portfolio
0.61%
Previous 0.45%
Shares
17 transactions
Others Institutions Holding AVDV
# of Institutions
422Shares Held
77.9MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$673 Million5.23% of portfolio
-
Jones Financial Companies Lllp5.89MShares$401 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$214 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
-
Accredited Investors Inc.2.46MShares$168 Million9.72% of portfolio