Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 135,888 shares of AVDV stock, worth $9.59 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
135,888
Previous 115,840
17.31%
Holding current value
$9.59 Million
Previous $8.19 Billion
8.03%
% of portfolio
3.89%
Previous 3.89%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
448Shares Held
79.4MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$697 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$679 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$416 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