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 $678,314. This represents 0.55% of its overall portfolio holdings.
Number of Shares
9,675Holding current value
$678,314% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
304Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$540 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio