Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History
Acorn Financial Advisory Services Inc
- $483 Million
- Q2 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 10,074 shares of AVLV stock, worth $668,409. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,074
Previous 10,066
0.08%
Holding current value
$668,409
Previous $646,000
2.01%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$462 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$131 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$128 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$114 Million3.07% of portfolio
-
Comerica Bank1.67MShares$111 Million0.44% of portfolio