Shakespeare Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 4,207 shares of AVDV stock, worth $296,425. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,207Holding current value
$296,425% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
431Shares Held
78.4MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio