Avidian Wealth Solutions, LLC American Centy ETF Tr Avantis Transaction History
Avidian Wealth Solutions, LLC
- $2.33 Billion
- Q2 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 6,400 shares of AVLV stock, worth $420,416. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,400
Previous 4,000
60.0%
Holding current value
$420,416
Previous $257,000
56.42%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$458 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$113 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio