Golden Bell Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
A detailed history of Golden Bell Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 63,886 shares of AVDV stock, worth $5.76 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
63,886
Previous 68,307
6.47%
Holding current value
$5.76 Million
Previous $5.42 Billion
5.03%
% of portfolio
4.94%
Previous 5.1%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
538Shares 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