Executive Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Executive Wealth Management, LLC holds 158,065 shares of AVLV stock, worth $10.9 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
158,065
Previous 158,065
-0.0%
Holding current value
$10.9 Million
Previous $10.4 Million
-0.0%
% of portfolio
0.89%
Previous 1.42%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$530 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$138 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$122 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$115 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio