Acorn Financial Advisory Services Inc American Centy ETF Tr Avantis Transaction History
Acorn Financial Advisory Services Inc
- $523 Million
- Q4 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 9,808 shares of AVLV stock, worth $648,701. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,808
Previous 9,800
0.08%
Holding current value
$648,701
Previous $645,000
1.4%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio