Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 286 shares of AVLV stock, worth $18,610. This represents 0.01% of its overall portfolio holdings.
Number of Shares
286
Previous 286
-0.0%
Holding current value
$18,610
Previous $18.8 Million
1.43%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$531 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$128 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$124 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$115 Million0.1% of portfolio