Seven Springs Wealth Group, LLC American Centy ETF Tr Avantis Transaction History
Seven Springs Wealth Group, LLC
- $249 Million
- Q2 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 99,596 shares of AVDV stock, worth $6.74 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
99,596
Previous 99,280
0.32%
Holding current value
$6.74 Million
Previous $6.54 Million
1.07%
% of portfolio
2.59%
Previous 2.57%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
358Shares Held
76.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.14 Billion1.26% of portfolio
-
Savant Capital, LLC8.92MShares$604 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$429 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$175 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$159 Million9.46% of portfolio