Vision Point Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 2025
A detailed history of Vision Point Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 7,136 shares of AVDV stock, worth $643,595. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,136
Previous 5,431
31.39%
Holding current value
$643,595
Previous $483,000
33.13%
% of portfolio
0.13%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
543Shares Held
117MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio