Kelly Financial Services LLC American Centy ETF Tr Avantis Transaction History

Kelly Financial Services LLC

$258 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$60.74 - $64.14 $485 - $513	8 New	8 $0

Others Institutions Holding AVLV

# of Institutions

349

Shares Held

65.4M

Call Options Held

0

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$489 Million
1.11% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$125 Million
5.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$121 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.88M
Shares

$119 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.77M
Shares

$112 Million
0.1% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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