Kelly Financial Services LLC American Centy ETF Tr Avantis Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
280Shares Held
55.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$533 Million1.14% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$136 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$134 Million0.12% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Comerica Bank1.67MShares$116 Million0.44% of portfolio