Allegiance Financial Group Advisory Services LLC American Centy ETF Tr Avantis Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 407,239 shares of AVLV stock, worth $28.2 Million. This represents 9.8% of its overall portfolio holdings.
Number of Shares
407,239
Previous 373,391
9.07%
Holding current value
$28.2 Million
Previous $24 Billion
6.65%
% of portfolio
9.8%
Previous 9.82%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
280Shares Held
55.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$534 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Comerica Bank1.67MShares$116 Million0.44% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$115 Million2.72% of portfolio