Cardiff Park Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cardiff Park Advisors, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Cardiff Park Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 80,822 shares of AVLV stock, worth $5.4 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
80,822
Previous 83,341
3.02%
Holding current value
$5.4 Million
Previous $5.24 Million
1.58%
% of portfolio
0.37%
Previous 0.39%
Shares
12 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 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