Coppell Advisory Solutions LLC American Centy ETF Tr Avantis Transaction History
Coppell Advisory Solutions LLC
- $606 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding AVSC
# of Institutions
107Shares Held
19.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$557 Million0.19% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$174 Million10.28% of portfolio
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Northwestern Mutual Wealth Management CO733KShares$38.4 Million0.04% of portfolio
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Atlantic Union Bankshares Corp505KShares$26.5 Million1.64% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$26.5 Million7.19% of portfolio