Principal Securities, Inc. American Centy ETF Tr Avantis Transaction History

Principal Securities, Inc.

$4.14 Trillion
Q3 2024

A detailed history of Principal Securities, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Principal Securities, Inc. holds 2,365 shares of AVLV stock, worth $163,539. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,365

Holding current value

$163,539

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$60.05 - $65.83 $142,018 - $155,687	2,365 New	2,365 $156 Million

Others Institutions Holding AVLV

# of Institutions

280

Shares Held

54.9M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$533 Million
1.14% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$136 Million
5.62% of portfolio
Northwestern Mutual Wealth Management CO

1.93M
Shares

$134 Million
0.12% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$123 Million
0.04% of portfolio
Comerica Bank

1.67M
Shares

$116 Million
0.44% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Principal Securities, Inc. American Centy ETF Tr Avantis Transaction History