Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $134 Billion
- Q3 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 37,842 shares of AVLV stock, worth $2.63 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
37,842
Previous 36,021
5.06%
Holding current value
$2.63 Million
Previous $2.26 Billion
10.05%
% of portfolio
1.86%
Previous 1.84%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
292Shares Held
57.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$535 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio