Apella Capital, LLC American Centy ETF Tr Avantis Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Apella Capital, LLC holds 31,415 shares of AVLV stock, worth $2.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

31,415

Holding current value

$2.2 Million

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$65.51 - $71.22 $2.06 Million - $2.24 Million	31,415 New	31,415 $2.1 Million

Others Institutions Holding AVLV

# of Institutions

294

Shares Held

57.7M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$539 Million
1.11% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$141 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$124 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$113 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.61M
Shares

$113 Million
0.09% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Apella Capital, LLC American Centy ETF Tr Avantis Transaction History