Maia Wealth LLC American Centy ETF Tr Avantis Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

A detailed history of Maia Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Maia Wealth LLC holds 4,065 shares of AVDV stock, worth $272,395. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,065

Holding current value

$272,395

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$62.52 - $71.12 $254,143 - $289,102	4,065 New	4,065 $275 Million

Others Institutions Holding AVDV

# of Institutions

358

Shares Held

75.8M

Call Options Held

100

Put Options Held

500

Jones Financial Companies Lllp

16.8M
Shares

$1.13 Billion
1.26% of portfolio
Savant Capital, LLC

7.99M
Shares

$535 Million
5.1% of portfolio
Creative Planning Overland Park, KS

6.34M
Shares

$425 Million
0.45% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.58M
Shares

$173 Million
1.87% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.35M
Shares

$158 Million
9.46% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account