Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 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 5,466 shares of AVLV stock, worth $355,672. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,466
Previous 5,428
0.7%
Holding current value
$355,672
Previous $357 Million
2.14%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$531 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$128 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$124 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$115 Million0.1% of portfolio