Disciplined Investments, LLC American Centy ETF Tr Avantis Transaction History
Disciplined Investments, LLC
- $180 Million
- Q1 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 5,276 shares of AVLV stock, worth $331,332. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,276Holding current value
$331,332% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
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Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
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Pure Financial Advisors, LLC1.74MShares$109 Million3.52% of portfolio
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Alesco Advisors LLC Pittsford, NY1.36MShares$85.1 Million2.86% of portfolio
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Northwestern Mutual Wealth Management CO1.35MShares$84.5 Million0.09% of portfolio