Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,909 shares of AVLV stock, worth $1.37 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,909
Previous 17,231
9.74%
Holding current value
$1.37 Million
Previous $1.08 Billion
23.09%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
389Shares Held
107MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA16.2MShares$1.17 Billion0.72% of portfolio
-
Envestnet Asset Management Inc11MShares$801 Million0.23% of portfolio
-
Wealth Enhancement Advisory Services, LLC9.65MShares$701 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.05MShares$222 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$172 Million0.06% of portfolio