Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 16,670 shares of AVDV stock, worth $1.13 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,670
Previous 12,873
29.5%
Holding current value
$1.13 Million
Previous $867 Million
22.8%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
388Shares Held
71.5MCall Options Held
0Put Options Held
200-
Savant Capital, LLC9.88MShares$667 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$428 Million0.45% of portfolio
-
Jones Financial Companies Lllp5.89MShares$398 Million0.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$174 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$170 Million4.07% of portfolio