Lutz Financial Services LLC American Centy ETF Tr Avantis Transaction History
Lutz Financial Services LLC
- $1.38 Billion
- Q3 2025
A detailed history of Lutz Financial Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lutz Financial Services LLC holds 4,174 shares of AVDV stock, worth $376,453. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,174
Previous 4,174
-0.0%
Holding current value
$376,453
Previous $330,000
12.42%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
537Shares 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