Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $123 Billion
- Q2 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 36,021 shares of AVLV stock, worth $2.39 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
36,021
Previous 33,620
7.14%
Holding current value
$2.39 Million
Previous $2.16 Billion
4.77%
% of portfolio
1.84%
Previous 1.91%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$462 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$131 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$128 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$114 Million3.07% of portfolio
-
Comerica Bank1.67MShares$111 Million0.44% of portfolio