Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 159 shares of AVLV stock, worth $10,707. This represents 0.0% of its overall portfolio holdings.
Number of Shares
159
Previous 158
0.63%
Holding current value
$10,707
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
263Shares Held
52.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$469 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$133 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$130 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$116 Million3.07% of portfolio
-
Comerica Bank1.67MShares$113 Million0.44% of portfolio