Sage View Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,147 shares of AVLV stock, worth $530,125. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,147
Previous 6,932
17.53%
Holding current value
$530,125
Previous $456 Million
19.21%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$531 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$128 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$124 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$115 Million0.1% of portfolio