Andrews, Lucia Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,043 shares of AVLV stock, worth $362,692. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,043Holding current value
$362,692% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
395Shares Held
107MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA16.2MShares$1.16 Billion0.72% of portfolio
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Envestnet Asset Management Inc11MShares$792 Million0.23% of portfolio
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Wealth Enhancement Advisory Services, LLC9.65MShares$694 Million1.18% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.05MShares$220 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC2.36MShares$170 Million0.06% of portfolio