Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $603 Million
- Q4 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 89,636 shares of AVLV stock, worth $5.58 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
89,636
Previous 89,941
0.34%
Holding current value
$5.58 Million
Previous $5.92 Million
1.08%
% of portfolio
0.99%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding AVLV
# of Institutions
361Shares Held
67.5MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$617 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$123 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$119 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$117 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$110 Million0.1% of portfolio