Catalytic Wealth Ria, LLC American Centy ETF Tr Avantis Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 10,404 shares of AVLV stock, worth $650,250. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,404
Previous 7,476
39.17%
Holding current value
$650,250
Previous $492 Million
41.16%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
360Shares Held
67.5MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$619 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$123 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$119 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$118 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$110 Million0.1% of portfolio