Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
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 12,416 shares of AVLV stock, worth $874,334. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,416
Previous 9,252
34.2%
Holding current value
$874,334
Previous $614 Million
35.19%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$114 Million0.09% of portfolio