Kestra Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
A detailed history of Kestra Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kestra Investment Management, LLC holds 195,263 shares of AVLV stock, worth $13.7 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
195,263
Previous 147,099
32.74%
Holding current value
$13.7 Million
Previous $9.24 Billion
39.06%
% of portfolio
0.55%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$117 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio