Capital Performance Advisors LLP American Centy ETF Tr Avantis Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
A detailed history of Capital Performance Advisors LLP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Performance Advisors LLP holds 3,536 shares of AVLV stock, worth $228,779. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,536
Previous 3,536
-0.0%
Holding current value
$228,779
Previous $232,000
1.72%
% of portfolio
0.08%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
352Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$528 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$123 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$114 Million0.1% of portfolio