Austin Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Austin Wealth Management, LLC
- $456 Billion
- Q3 2024
A detailed history of Austin Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Austin Wealth Management, LLC holds 171,874 shares of AVLV stock, worth $12.1 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
171,874
Previous 149,750
14.77%
Holding current value
$12.1 Million
Previous $9.55 Billion
17.94%
% of portfolio
2.47%
Previous 2.24%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
302Shares Held
58MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$540 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio