Zhang Financial LLC American Centy ETF Tr Avantis Transaction History
Zhang Financial LLC
- $2.42 Billion
- Q3 2025
A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 340,269 shares of AVDE stock, worth $27.3 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
340,269
Previous 292,764
16.23%
Holding current value
$27.3 Million
Previous $21.7 Million
23.91%
% of portfolio
1.11%
Previous 1.02%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio