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 $160,369. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,260
Previous 2,260
-0.0%
Holding current value
$160,369
Previous $159,000
7.55%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
429Shares Held
78.3MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$701 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$683 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$418 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$223 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$183 Million1.87% of portfolio