Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,430 shares of AVLV stock, worth $372,986. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,430Holding current value
$372,986% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$529 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$138 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$122 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$114 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$111 Million0.03% of portfolio