Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 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 1,887 shares of AVLV stock, worth $118,654. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,887
Previous 7,438
74.63%
Holding current value
$118,654
Previous $430 Million
71.78%
% of portfolio
0.11%
Previous 0.39%
Shares
2 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
-
Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.2 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.6 Million0.09% of portfolio