Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $559 Million
- Q2 2024
A detailed history of Concord Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Wealth Partners holds 96,190 shares of AVLV stock, worth $6.32 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
96,190
Previous 93,567
2.8%
Holding current value
$6.32 Million
Previous $6.01 Million
0.53%
% of portfolio
1.08%
Previous 1.1%
Shares
11 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