Adamsbrown Wealth Consultants LLC American Centy ETF Tr Avantis Transaction History
Adamsbrown Wealth Consultants LLC
- $292 Million
- Q4 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 5,432 shares of AVLV stock, worth $371,711. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,432
Previous 4,438
22.4%
Holding current value
$371,711
Previous $292,000
23.97%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
344Shares Held
64.8MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$527 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$131 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$129 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio