Heritage Wealth Management, Inc. /Ca/ American Centy ETF Tr Avantis Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 187,109 shares of AVLV stock, worth $11.8 Million. This represents 9.08% of its overall portfolio holdings.
Number of Shares
187,109
Previous 182,081
2.76%
Holding current value
$11.8 Million
Previous $10.5 Billion
14.33%
% of portfolio
9.08%
Previous 8.41%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$394 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$123 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.4 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.8 Million0.09% of portfolio