Kathleen S. Wright Associates Inc. American Centy ETF Tr Avantis Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,260 shares of AVDV stock, worth $152,572. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,260
Previous 2,260
-0.0%
Holding current value
$152,572
Previous $159,000
7.55%
% of portfolio
0.06%
Previous 0.06%
Shares
1 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