Bridgewealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 16,524 shares of AVLV stock, worth $1.1 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
16,524
Previous 15,395
7.33%
Holding current value
$1.1 Million
Previous $967 Million
12.44%
% of portfolio
0.4%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$118 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio