Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,098 shares of AVLV stock, worth $326,170. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,098
Previous 5,022
1.51%
Holding current value
$326,170
Previous $323 Million
0.73%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
234Shares Held
40.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$446 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$125 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$110 Million3.07% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$86.7 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$86.1 Million0.09% of portfolio