Wealth Collab, LLC American Centy ETF Tr Avantis Transaction History
Wealth Collab, LLC
- $136 Billion
- Q2 2024
A detailed history of Wealth Collab, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Collab, LLC holds 72,922 shares of AVDV stock, worth $4.9 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
72,922
Previous 72,922
-0.0%
Holding current value
$4.9 Million
Previous $4.8 Billion
-0.0%
% of portfolio
3.54%
Previous 3.54%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
356Shares Held
75.6MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.13 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$536 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$426 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$158 Million9.46% of portfolio