Arlington Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Arlington Financial Advisors, LLC
- $427 Million
- Q4 2024
A detailed history of Arlington Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 237,244 shares of AVLV stock, worth $16.5 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
237,244
Previous 231,759
2.37%
Holding current value
$16.5 Million
Previous $15.3 Million
3.83%
% of portfolio
3.71%
Previous 3.87%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
313Shares Held
60.8MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$537 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio