Curtis Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Curtis Advisory Group, LLC
- $420 Million
- Q3 2025
A detailed history of Curtis Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 13,456 shares of AVDV stock, worth $1.21 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,456
Previous 12,122
11.0%
Holding current value
$1.21 Million
Previous $961,000
24.56%
% of portfolio
0.28%
Previous 0.25%
Shares
14 transactions
Others Institutions Holding AVDV
# of Institutions
537Shares Held
116MCall 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