Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 658 shares of AVSC stock, worth $32,656. This represents 0.0% of its overall portfolio holdings.
Number of Shares
658
Previous 12,266
94.64%
Holding current value
$32,656
Previous $642,000
94.7%
% of portfolio
0.0%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
92Shares Held
17.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.54MShares$474 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.27MShares$162 Million11.85% of portfolio
-
Northwestern Mutual Wealth Management CO654KShares$32.5 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA462KShares$22.9 Million5.87% of portfolio
-
Atlantic Union Bankshares Corp454KShares$22.5 Million2.08% of portfolio