Envestnet Portfolio Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 107,990 shares of AVUV stock, worth $9.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
107,990
Previous 96,537
11.86%
Holding current value
$9.52 Million
Previous $9.26 Million
12.55%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
834Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$704 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$365 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$310 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio