Badgley Phelps Wealth Managers, LLC American Centy ETF Tr Avantis Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.25 Billion
- Q3 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 3,132 shares of AVLV stock, worth $219,083. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,132Holding current value
$219,083% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
294Shares Held
57.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$539 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio