Premier Path Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 84,542 shares of AVLV stock, worth $5.95 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
84,542
Previous 81,163
4.16%
Holding current value
$5.95 Million
Previous $5.34 Billion
5.65%
% of portfolio
0.86%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$114 Million0.09% of portfolio