Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History

Elevate Wealth Advisory, Inc

$135 Billion
Q3 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 559 shares of AVIE stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares

559

Previous 559 -0.0%

Holding current value

Previous $34.7 Million 3.85%

% of portfolio

0.03%

Previous 0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	N/A	559 New	559 $34.7 Million

Others Institutions Holding AVIE

# of Institutions

Shares Held

27.1K

Call Options Held

Put Options Held

Plancorp, LLC

20.4K
Shares

$0
0.0% of portfolio
Verus Financial Partners, Inc.

4.45K
Shares

$0
0.0% of portfolio
Lam Group, Inc. Lake Oswego, OR

1.65K
Shares

$0
0.0% of portfolio
Ubs Group Ag

49
Shares

$0
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIE

More about AVIE

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Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History