Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 9,675 shares of AVLV stock, worth $665,156. This represents 0.55% of its overall portfolio holdings.
Number of Shares
9,675Holding current value
$665,156% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$530 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$131 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$129 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio