Kathleen S. Wright Associates Inc. American Centy ETF Tr Avantis Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
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 $203,829. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,260
Previous 2,260
-0.0%
Holding current value
$203,829
Previous $179,000
12.29%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
543Shares Held
117MCall 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