Goal Vest Advisory LLC American Centy ETF Tr Avantis Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Goal Vest Advisory LLC holds 57 shares of AVDV stock, worth $5,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,140

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 05, 2026	BUY	$87.37 - $90.92 $4,980 - $5,182	57 New	57 $5,000

Others Institutions Holding AVDV

# of Institutions

553

Shares Held

117M

Call Options Held

4.1K

Put Options Held

Creative Planning Overland Park, KS

20.6M
Shares

$1.86 Billion
1.42% of portfolio
Jones Financial Companies Lllp

19.1M
Shares

$1.72 Billion
1.16% of portfolio
Savant Capital, LLC

11.5M
Shares

$1.04 Billion
5.76% of portfolio
Buckingham Strategic Partners Saint Louis, MO

4.04M
Shares

$365 Million
4.37% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$233 Million
1.87% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account