Dougherty Wealth Advisers LLC American Centy ETF Tr Avantis Transaction History
Dougherty Wealth Advisers LLC
- $173 Million
- Q4 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 8,470 shares of AVDV stock, worth $763,909. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,470Holding current value
$763,909% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
562Shares Held
118MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
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Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
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Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
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Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio