Summit Financial Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Summit Financial Wealth Advisors, LLC
- $632 Million
- Q4 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,998 shares of AVDV stock, worth $360,579. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,998Holding current value
$360,579% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
565Shares Held
118MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
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Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
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Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
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Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio