Allegiance Financial Group Advisory Services LLC American Centy ETF Tr Avantis Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 454,763 shares of AVLV stock, worth $31.4 Million. This represents 9.84% of its overall portfolio holdings.
Number of Shares
454,763
Previous 431,442
5.41%
Holding current value
$31.4 Million
Previous $28.4 Billion
6.91%
% of portfolio
9.84%
Previous 9.88%
Shares
9 transactions
Others Institutions Holding AVLV
# of Institutions
316Shares Held
61.3MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio