Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
404Shares Held
72.1MCall Options Held
0Put Options Held
200-
Savant Capital, LLC9.88MShares$673 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$432 Million0.45% of portfolio
-
Jones Financial Companies Lllp5.89MShares$401 Million0.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$176 Million1.87% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$171 Million4.07% of portfolio