Capital Performance Advisors LLP American Centy ETF Tr Avantis Transaction History
Capital Performance Advisors LLP
- $261 Million
- Q2 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 4,532 shares of AVLV stock, worth $297,707. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,532
Previous 4,532
-0.0%
Holding current value
$297,707
Previous $291,000
2.41%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$458 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$113 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio