Concord Asset Management, Llc/Va American Centy ETF Tr Avantis Transaction History
Concord Asset Management, Llc/Va
- $443 Billion
- Q3 2024
A detailed history of Concord Asset Management, Llc/Va transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 83,271 shares of AVLV stock, worth $5.73 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
83,271
Previous 88,868
6.3%
Holding current value
$5.73 Million
Previous $5.58 Billion
1.84%
% of portfolio
1.24%
Previous 1.38%
Shares
11 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$530 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$138 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$122 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$115 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio