Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 298 shares of AVLV stock, worth $19,521. This represents 0.02% of its overall portfolio holdings.
Number of Shares
298
Previous 1,887
84.21%
Holding current value
$19,521
Previous $121 Million
84.55%
% of portfolio
0.02%
Previous 0.11%
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$457 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$112 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio