Disciplined Investments, LLC American Centy ETF Tr Avantis Transaction History
Disciplined Investments, LLC
- $197 Million
- Q4 2024
A detailed history of Disciplined Investments, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Disciplined Investments, LLC holds 6,497 shares of AVLV stock, worth $448,228. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,497
Previous 6,408
1.39%
Holding current value
$448,228
Previous $421,000
2.85%
% of portfolio
0.22%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
332Shares Held
62.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$136 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$132 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$122 Million0.1% of portfolio
-
Envestnet Asset Management Inc1.75MShares$120 Million0.04% of portfolio