Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 286 shares of AVLV stock, worth $19,719. This represents 0.01% of its overall portfolio holdings.
Number of Shares
286
Previous 298
4.03%
Holding current value
$19,719
Previous $18.7 Million
0.54%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
292Shares Held
57.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$531 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$122 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio