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 $220,222. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,536
Previous 3,536
-0.0%
Holding current value
$220,222
Previous $232,000
1.72%
% of portfolio
0.08%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
361Shares Held
67.5MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$617 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$123 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$119 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$117 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$110 Million0.1% of portfolio